Internal Sales Specialist

Principal Financial Group
US - North Carolina - Charlotte
January 11, 2025
Sales

What You'll Do:

Are you ready to take on a dynamic role as an Internal Sales Specialist in Group Benefits? In this position, you will play a vital role in the pricing and positioning of new business proposals. Here is a glimpse of what you'll be responsible for:

Analysis and Screening: Analyze bid specifications with precision and insight to ensure our proposals meet client needs.

Consultation: Collaborate closely with sales and account management teams, providing expertise on underwriting guidelines.

Communication: Be proactive in communications with brokers and internal partners, ensuring seamless information flow and follow-up.

Data Management: Use our proprietary rating engine, entering and handling crucial data for accurate proposals.

Broker Education: Share your knowledge with our partners, helping them understand our offerings inside and out.

This position may experience periodic visits to broker offices alongside our sales representatives, building strong relationships face-to-face.

Who You Are:

Bachelor's degree or equivalent, plus 2+ years of experience required

Must obtain Life & Health licenses within 3 months and apply for required non-resident licenses

Must maintain licenses by meeting continuing education requirements

Requires ability to understand and maintain knowledge of insurance operations, products, and concepts with the ability to apply marketing strategies and systems

Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities

Must have good oral and written communication skills plus the ability to develop effective relationships and motivate producer behavior

Must have excellent computer and keyboarding skills

Must have excellent level Excel skills as well as Microsoft Office knowledge

Salesforce experience a plus

Must work well under pressure and be self-directed

Some travel may be required including overnight stays (5%)

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:

$51000 - $82000 / 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:

Yes

Additional Information:

Location

This is a hybrid position with flexibility of working at home and in the office. Expectation is 1-2 days/week in office. Management has the option to change hybrid arrangements in the future.

Job Level

We'll consider talent at the Sr. Internal Sales Specialist level with the right experiences and skills.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

and

Investment Code of Ethics

For Principal Asset Management 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 , and why 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.

Date First Posted (TTF):

1/10/2025

Latest Post Date: Careers - US:

Read the full job description and apply online on the recuiter's web-site

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