Overview In this role, you will cultivate strategic partnerships with advisors, plan sponsors, and TPAs in a defined market, delivering tailored retirement solutions. You'll act as a trusted advisor to advance client retention, growth, and retirement readiness, collaborating across plan features, investments, and services. You'll solve complex issues at the intersection of financial services and technology, helping clients achieve financial security. This position offers cross-functional impact, growth opportunities, and exposure to a purpose-led culture. Compensation / BenefitsSales incentivesbonus planFlexible Time Off (FTO)Pension eligibleregional travel opportunitiescomprehensive benefits offerings ResponsibilitiesCollaborate with TPA, plan sponsor, and advisor on plan features, investments, retirement readiness, services and new opportunitiesConduct plan level health reviewsSolve complex issues and problemsDevelop and nurture relationships with advisors, plan sponsors, and TPAs in the 10M-200M marketTravel 25-50% as requiredMaintain required registrations and licensing as per policy and lawAct as a strategic partner to meet clients' business objectives such as retention, growth, and retirement readiness Key requirementsBachelor's degree or 8 years equivalent experience4+ years retirement industry experienceMust become an associated person of Principal Securities, IncQualified Plan knowledge and unbundled experience strongly preferred (Defined Benefit, Defined Contribution)Excellent leadership, negotiation, presentation, organizational, problem-solving, interpersonal, analytical, and communication skillsMust be assertive and entrepreneurialTravel required 25-50%Licensing: FINRA Series 6 (or equivalent) and Series 63 within 5 months; Resident Life and Health appointmentWork authorization restriction: no immigration sponsorship needed now or in futureleadershipnegotiationpresentationQualified Plan knowledgeunbundled plan experience (Defined Benefit, Defined Contribution)FINRA Series 6/63 licensing
Not specified in the original listing.
Not specified in the original listing.
