Job Description
**What You'll Do**
Principal is looking for a Retirement Sales Strategist to be responsible for retirement plan finalist presentation strategy/consulting for prospective clients and advisors, in partnership with sales and service team members. You'll develop, recommend, and implement sales plans with primary focus in our mid-market space, as well as facilitate, coordinate, and guide all customers from finalist presentation thru commitment.
As a strategic resource providing thought capital, standard methodologies and a preparation process to client facing partners to develop, refine and deliver consistent, yet customized messaging promoting Principal during sales meetings (focused $25M-$200M marketplace with an emphasis in opportunities with multiple products from our TRS platform which includes Defined Contribution, Defined Benefit, ESOP, Equity Compensation, and Non-qualified plans.).
Here are a few examples of the kinds of things you will do when you join u...
Principal is looking for a Retirement Sales Strategist to be responsible for retirement plan finalist presentation strategy/consulting for prospective clients and advisors, in partnership with sales and service team members. You'll develop, recommend, and implement sales plans with primary focus in our mid-market space, as well as facilitate, coordinate, and guide all customers from finalist presentation thru commitment.
As a strategic resource providing thought capital, standard methodologies and a preparation process to client facing partners to develop, refine and deliver consistent, yet customized messaging promoting Principal during sales meetings (focused $25M-$200M marketplace with an emphasis in opportunities with multiple products from our TRS platform which includes Defined Contribution, Defined Benefit, ESOP, Equity Compensation, and Non-qualified plans.).
Here are a few examples of the kinds of things you will do when you join u...