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Principal Internal Sales Specialist (Underwriting - Group Benefits) in Waltham, Massachusetts

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!

  • Bachelor's degree or equivalent, plus 2+ years of experience required

  • Must acquire a 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 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 strong 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 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.

$20.87 - $39.81 / hour

Location and Work Environment

This role will be based in the Northeast region, in our or Waltham, MA field sales offices. This is a hybrid role, in that, you will be able to work from home and in the office.

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.)

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 outstanding place to take your career to the next level.

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.


Requisition ID: 2023-39380

Enterprise Segment: Benefits & Protection

Business Area: SBD Distribution

External Company Name: Principal Financial Group

Street: 201 Jones Rd, Ste 310

FLSA Status: Exempt