Sales Employee Profile
Business Area: Retirements and Investor Services
Degree: Management Information Systems
It’s always rewarding to have a job that you’re good at. But, it’s even more enriching to know that you’re making a difference while doing it.
A few years ago, I developed a set of tools that were designed to help financial intermediaries be more effective and successful as they sell and service retirement plans. It’s exciting to know that those tools are now being packaged as The Principal Retirement and Investment Leaders Program and developed for broader use across the company.
During my 21 years with the company, I’ve had the opportunity to wear several sales and service hats. I started my career as a group and pension representative in Washington, D.C. I was promoted to a group and pension manager in San Jose and then moved to Houston as a regional group and pension manager. Prior to my current position, I was a regional group and pension consultant in Charlotte.
I’m now a vice president and national director of business development leading 22 regional directors who work with our 12 alliance partners like Morgan Stanley, Wachovia, UBS and others. What I like best about my position is coaching others to success. In my role, that’s what it’s all about helping people become their best.
Interested in this type of job?