We’re looking for a Sr. Wealth Sales Specialist (hybrid wholesaler) to join our Principal Asset Management team. This role works collaboratively with the Sr. Director and Internal Wholesaler for collective territory success. You’ll have immediate impact on helping to exceed sales goals by developing a new segment of advisors not actively covered. You will master sales stories of some of the top Mutual Funds & ET - Fs in the industry, and use that knowledge to help broaden our marketing and sales... more details
What You'll Do We’re looking for a Sr. Wealth Sales Specialist (hybrid wholesaler) to join our Principal Asset Management team. This role works collaboratively with the Sr. Director and Internal Wholesaler for collective territory success. You’ll have immediate impact on helping to exceed sales goals by developing a new segment of advisors not actively covered. You will master sales stories of some of the top Mutual Funds & ETFs in the industry, and use that knowledge to help broaden our marketing and sales strategy. Here are few examples of the kinds of things you’ll do: Virtual and in the field sales presentations covering MFs, ETFs, SMAs Create sales presentations Develop consistent education on investment strategies and lead sales campaigns for focus advisors. *Heavy incentive component in addition to salary listed. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are Bachelor's degree or equivalent required and 5+years related industry experience required (strong preference towards internal wholesaling or hybrid sales rep experience) FINRA licensing required including SIE or equivalent and series 7 Series 63 required within 45 days Experience running a sales territory with defined target Excellent knowledge of investment products and financial markets required Strong listening skills, consultative skills, advisor management expertise, and analytical analysis are required Must have strong presentation, and oral and written communication skills Good training and motivational skills are necessary Ability to maintain a high degree of confidentiality 25-40% travel expectation required, including overnight stays Skills That Will Help You Stand Out Advanced designations preferred (eg, CFP®, CFA®, CIMA®, CAIA®) Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $71250 - $111100 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Additional Information Location This role can be located remotely in California. If you are located in Des Moines, IA or Charlotte, NC, this role offers the ability for in-office, or hybrid (blending both office and remote work in a typical workweek) work arrangements. You’ll work with your leader to figure out which option may align best based on several factors. Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 6/18/2024 Most Recently Posted Date 6/17/2024 LinkedIn Hashtag #LI-BS1
