Hector Hernandez
Relationship Manager @Principal Financial Group
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WORK HISTORY
Relationship Manager @Principal Financial Group
Miramar, FL, US
Engaging advisors, brokers, RIA and key decision makers with complete oversight as Employer Sponsored Benefit Plan Expert to drive participation with vast knowledge of investments and the law Designing calculated benefit offerings to increase plan participation 35% Skillfully and consistently closing the sale in finalist presentations Carrying 100% client retention rate Generating $1MM revenue; preventing $400K loss by diverting investments to alternative Principal opportunities Building strategic relationships with C-suite executives, boards of directors, trustees, investment committees, advisors/brokers to deliver best products and initiatives to meet business goals o Consulting multi-business owners on expansion/mergers/acquisitions Possessing a thorough understanding of state and federal law, compliance, tax implications, Department of Labor Fiduciary Rule, Pension Protection Act, Dodd Frank Promoting Principal initiatives including diversified portfolios within subsidiaries; Plan Works enrollment options with automated investment escalations; Pension Builder, including annuities; Hispanic market targeted programs
EDUCATION
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor’s Degree, Business Administration and Management, General
SKILLS
ABOUT HECTOR HERNANDEZ
As a retirement plan service professional for Principal®, I work closely with plan sponsors and financial professionals in South Florida 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 advisors, 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 / Advisor Support Opportunities- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysisYou’re welcome to contact me at H••••••••@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 offered by 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.Hector Hernandez is not licensed in all states to offer securities and insurance products. Thissite is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly skills list below does not imply licensure, training, or the ability to solicit products or services.
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