Internal Sales Specialist (Group Benefits)

What You'll Do

As an Internal Sales Specialist, you’ll be responsible for pricing and positioning new business proposals through:

• Analysis and screening of bid specifications
• Consultation with sales and account management on underwriting guidelines
• Proactive communication and follow up with brokers and internal partners
• Data entry into our proprietary rating engine

This position may also assist with broker education activities and may make periodic onsite visits to a broker’s office, in partnership with sales representatives.

 

If you enjoy working in a fast-paced environment, apply today!

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)

$51000 - $82000 / 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

Location

 

This position will be filled in Charlotte, NC. This is a hybrid position that allows the flexibility of working at home and in the office. Management reserves the right to change this based on business needs.

 

Job Level

We are willing to consider hiring at the next level (Sr Internal Sales Specialist), with the right experience.

 

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

7/23/2025

Most Recently Posted Date

7/23/2025

Salary : $51,000 - $82,000