Wealth Sales Associate

Internal Sales Executive

This role is responsible for driving internal sales execution for Principal Funds Distributor by building strong broker relationships, delivering product insights, and supporting territory growth in partnership with external wholesalers. The position plays a key role in achieving sales targets, identifying new opportunities, and enhancing advisor engagement through proactive outreach, strategic sales planning, and high-quality service.

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)

Bachelor's degree or 8 years of equivalent experience 1+ years of industry-related experience is necessary FINRA licensing required within 90days 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 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) $50350 - $71000 / 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 No Location(s) This role is located in Des Moines, IA or Charlotte, NC. It is an office hybrid role that has three designated days in the office and two remote days weekly. 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. 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.