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Retirement Sales Specialist
full-timeBethesda, Charlotte Amalie, Des Moines$0k - $0k

Summary

Location

Bethesda, Charlotte Amalie, Des Moines

Salary

$0k - $0k

Type

full-time

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About this role

What You'll Do



Come join the Advisor support team as a Retirement Sales Specialist! In this role you'll work in partnership with the sales team including Internal Wholesalers, and Field Sales Reps to generate and manage pipeline, close sales, and develop mutually profitable advisor and third-party administrator relationships!

 

Here are a few examples of things you’ll do:

  • Responsible for internal sales activities for Full-Service Accumulation.
  • Educate and consult with advisors and third-party administrators on successful methods of prospecting, marketing, and selling retirement plans.
  • Develop excellent relationships with advisors and third-party administrators.
  • Evaluate and price prospective business to ensure profitability and suitability to client needs.
  • Prepare advisors to deliver sales presentations to prospective clients.

Principal Financial Group has been once again named on of the World's Most Ethical Companies by Ethisphere.  The company's inclusion in the 2025 list makes the 14th time Principal has been recognized for its ethical leadership and business practices.  


Who You Are



Skills Required:

  • Associate or Bachelor’s degree or progress towards relevant licenses, certifications, or a degree, preferred.
  • 2+ years of experience in customer service, financial services, retirement plan operations through work, training, military service, or other education preferred.
  • Knowledge of retirement plans designs and regulations, retail, and institutional investment products, etc… is preferred.
  • Previous experience working in a sales capacity is highly desired
  • Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) within 5 months of employment.
  • Resident Life and Health appointment must be attained within 4 months of employment.

Successful candidates will have the following:

  • Outstanding oral and written communication, training, and presentation skills
  • Strong problem solving, analytical and mathematical calculation skills
  • Self-starter - Work independently with little direction
  • Excellent Teammate

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)



$22.93 - $40.96 / hour

Time Off Program



Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Pension Eligible



Yes

Location

This role offers in-office and hybrid (blending at least three office days in a typical workweek), work arrangements. You'll work with your leader to determine which option may align best based on several factors.  Management reserves the right to adjust the days required in office.  

Work Authorization/Sponsorship

At this time, we're not considering applicants 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 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

At Principal, we value connecting on both a personal and professional level. Together, we’re envisioning a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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



1/21/2026

Most Recently Posted Date



1/21/2026

Other facts

Tech stack
Communication,Training,Presentation Skills,Problem Solving,Analytical Skills,Mathematical Calculation,Self-Starter,Teamwork

About Principal Financial Group

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce.

We’re proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments for the 11th consecutive year, an Ethisphere World’s Most Ethical Companies for the 12th time and as Forbes The Best Employers for Diversity 2023.

Disclosure:
Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Investment advisory services are offered through Principal Global Investors, LLC or its affiliates. Principal Asset Management℠ is a trade name of Principal Global Investors, LLC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2024 Principal Financial Services, Inc.

Principal Financial Group Foundation, Inc. ("Principal® Foundation") is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. ("Principal") operates. While Principal Foundation receives funding from Principal, Principal Foundation is a distinct, independent, charitable entity. Principal Foundation does not practice any form of investment advisory services and is not authorized to do so.

https://www.principal.com/social-media-disclosures

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1879

What you'll do

  • The Retirement Sales Specialist will work with the sales team to generate and manage sales pipelines, close sales, and build relationships with advisors and third-party administrators. Responsibilities include educating clients on retirement plans and preparing advisors for sales presentations.

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Frequently Asked Questions

What does Principal Financial Group pay for a Retirement Sales Specialist?

Principal Financial Group offers a competitive compensation package for the Retirement Sales Specialist role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.

What does a Retirement Sales Specialist do at Principal Financial Group?

As a Retirement Sales Specialist at Principal Financial Group, you will: the Retirement Sales Specialist will work with the sales team to generate and manage sales pipelines, close sales, and build relationships with advisors and third-party administrators. Responsibilities include educating clients on retirement plans and preparing advisors for sales presentations..

Why join Principal Financial Group as a Retirement Sales Specialist?

Principal Financial Group is a leading Financial Services company. The Retirement Sales Specialist role offers competitive compensation.

Is the Retirement Sales Specialist position at Principal Financial Group remote?

The Retirement Sales Specialist position at Principal Financial Group is based in Bethesda, Wales, United Kingdom and Charlotte Amalie, United States Virgin Islands, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Retirement Sales Specialist position at Principal Financial Group?

You can apply for the Retirement Sales Specialist position at Principal Financial Group directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Principal Financial Group on their website.