Aaron Boyd
Senior Internal Wholesaler- Core Market at Principal/Principal Securities Registered Representative
- Role
- Senior Internal Wholesaler at Principal Financial Group
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Aaron Boyd
As a retirement plan sales professional for Principal®, I work closely with plan sponsors and financial professionals in Georgia, Alabama, Florida, Mississippi, and Arkansas to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education. At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with financial professionals, plan sponsors, and Third-Party Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit and ESOP.Business-Building / Financial Professional Support Opportunities- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysisYou’re welcome to contact me at b••••••••@principal.com and thank you for visiting my LinkedIn page.Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal Life Insurance Co. Plan administrative services provided through Principal Life. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Aaron Boyd is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. Series: 6, 63, and 7 AR License # 17••••60; CA License # skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Senior Internal Wholesaler
Jan 2013 — Present
Partnering with advisors on retirement plans of all sizes. Discussions ranged from-plan design-compliance-investments-expenses-positioning the opportunity-prospecting
Education
University of Northern Iowa
Bachelor's degree, Communication and Media Studies
2000 — 2002
Skills
- Investments
- Sep & Simple Iras
- 401(K) Retirement Savings Plans
- 401(K)
- Mutual Funds
- Retirement Planning
- Qualified Retirement Plans
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