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Financial Services Marketing Consultant

Principal Financial Group Overland Park, KS
financial financial services services marketing marketing marketing sales financial management financial services services marketing implementing marketing materials segments
January 31, 2023
Principal Financial Group
Overland Park, KS
Responsibilities

As a Financial Services Marketing Consultant - Overland Park, KS or St. Louis, MO regional sales office, you'll assist management and advisors in developing and implementing marketing programs as well as support materials that will enable advisors and management to effectively penetrate target segments to attract new business and maintain existing business. You'll also track marketing activities of advisors and offices within the business center region, implement and execute advisor marketing programs, and support business center marketing programs and local branding activities.

Here are examples of the kinds of things you'll do - -
  • Ensure producer marketing program and tools are promoted and implemented with all advisors. Serve as an advocate for advisors and business centers by partnering with regional marketing consultants and internal contacts to acquire resources needed for advisors to improve business development efforts and meet financial objectives.
  • Assist management or advisors in developing and implementing marketing programs and support materials that will enable advisors and management to effectively penetrate target segments in order to attract new business and maintain existing business. Track marketing activities of advisors and offices within the business center region.
  • Perform other job related duties or special projects as required.
  • Execute on business center goals. Assist in carrying out the necessary marketing activities. This may also include event-planning and internal newsletter production in support of the culture.
This position is also a great way to advance your career. As a growing company with over 20,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more

Qualifications

We are looking for someone with:
  • High school diploma or equivalent required
  • 4+ years related experience in financial services marketing or sales support required
  • Strong business acumen and ability to understand and apply marketing strategies and systems required
  • Excellent written and oral communication, organizational and relationship building skills required
  • Proficient knowledge of Microsoft Office Suite and ability to prioritize assignments, adapt to changing priorities and ability to work under pressure
Successful candidate will have the following:
  • College degree or marketing background preferred
  • Salesforce and/or Broadridge experience preferred
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

$20.84 - $39.81 / hour

Additional Information

Work Authorization/Sponsorship

At this time, we're not considering candidates 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 Global Investors 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 core values, benefits and why we're an exceptional place 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.

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