Internal Sales Specialist - Group Benefits (Charlotte, NC)

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$60000 - $101000 / 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

Work Arrangement

This role offers the ability for a hybrid (blending both office and remote work in a typical workweek) work arrangements. You will be required to go into the office on Wednesdays, the first three weeks of the month, however there could be additional days, as needed. Management reserves the right to adjust the days required in office.  

 

Location

This position will be filled in Charlotte, NC.

 

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.)

 

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

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.

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

5/20/2025
Most Recently Posted Date

5/20/2025

Salary : $60,000 - $101,000