Wealth Sales Associate

Principal Financial Group is a leading firm in financial services and technology, dedicated to making financial security accessible to all. The Wealth Sales Associate role focuses on driving internal sales execution, building broker relationships, and supporting territory growth to achieve sales targets and enhance advisor engagement.

Responsibilities

• Execute internal sales activities, including proactive outreach, broker relationship management, and delivery of product insights, performance data, and tailored sales ideas
• Partner with external wholesalers to drive territory growth and asset retention strategies, identify new opportunities, and strengthen broker/dealer relationships
• Achieve sales targets through effective planning, activity management, and follow-up; track performance and adjust focus to maximize results
• Respond to broker inquiries by providing product information, sales materials, and timely service resolution while promoting available tools and resources
• Generate and develop new business opportunities by identifying client needs, documenting interactions, and providing qualified leads to external partners
• Support marketing campaigns, product launches, key accounts, and conferences while contributing to sales strategy and product development efforts
• Develop and maintain sales plans, reporting, and presentations; participate in trainings, meetings, and public-facing engagements as needed (including travel)

Skills

• Bachelor's degree or 8 years of equivalent experience
• 1+ years of industry-related experience is necessary
• FINRA licensing required within 90 days of employment including SIE, Series 7, Series 63 licenses
• Requires ability to work independently
• Persuasive written and verbal communication (including telephone) skills
• Excellent presentation skills
• Travel as needed to support territory or conference needs

Benefits

• 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.
• 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.
• It is an office hybrid role that has three designated days in the office and two remote days weekly.
• Comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

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