Cory Albrecht
Senior Internal Wholesaler - NQ Executive Benefit Plans at Principal Financial Group, Principal Securities Registered Representative
- Role
- Senior Internal Wholesaler at Principal Financial Group
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Cory Albrecht
As a sales professional for Principal®, I work closely with plan sponsors, financial professionals, brokers, in the Atlantic Coast Region (NY, NJ, DE, MD, VA, WV, DC, PA) to help provide services to our clients, including support, plan reviews, consulting, and participant education.Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc, 80••••••37, member SIPC and/or independent broker/dealers. Principal National, Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of Principal Financial Group®, Des Moines, IA 50392.Cory Albrecht 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.
Experience
Senior Internal Wholesaler
Nov 2022 — Present · Raleigh-Durham-Chapel Hill, NC, US
As a sales professional, I work closely with plan sponsors(C-Suite), financial professionals, brokers, in a new Atlantic Coast Region (NY, PA, NJ, DE, MD, DC, VA, WV) to help provide services to clients, including advisor education, plan reviews, consulting, and presentation of participant education. Responsible for selling Plan Financing of $7 million in Corporate Owned Life Insurance and Mutual Funds for Non-Qualified Retirement Plans.• Obtained Series 6, Series 23, and Life Insurance licenses.• Initiated and helped lead large data and analytics project to align departmental goals for sales team to help manage pipeline, sales prospecting and KPIs to increase efficiency and revenue.• Volunteered to be the first prospective marketing sales associate which led to increased advisor engagement and territory leads along with being appointed national subject matter expert• Created Salesforce data dashboard to help manage regional pipeline, new regional advisor engagement and awareness and efficiency around higher quality leads
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Real Estate
2005 — 2009
University of Northern Iowa
Bachelor of Arts (B.A.), Finance and Financial Management Services
2005 — 2009
Skills
- Business Relationship Management
- Client Relations
- Change Management
- Time Management
- Non-Conforming
- Customer Service
- Mortgage Underwriting
- Fha Financing
- Microsoft Excel
- Refinance
- Coaching
- Debt Consolidation
- Banking
- Home Equity Loans
- Risk Management
- Team Management
- Team Leadership
- Fha
- Relationship Management
- Government Loans
- Team Building
- Management
- Mortgage Lending
- Va Loans
- Vendor Management
- Finance
- Loans
- Residential Mortgages
- Underwriting
- Credit Analysis
- Training
- Real Estate Financing
- Business Development
- Microsoft Office
- Sales
- Loan Origination
- Credit
- Recruiting
- Outlook
- Leadership
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