Michelle Stone
Internal Sales Manager - Retirement at Principal Financial Group/ Principal Securities Registered Representative
- Role
- Retirement Sales Support Manager at Principal Financial Group
- Location
- Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Michelle Stone
As a retirement plan sales professional for Principal®, I work closely with plan sponsors and financial professionals in the Central region 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, ESOP and Equity Compensation.Business-Building / Financial Professional Support Opportunities- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysis- Employee EducationYou’re welcome to contact me at s••••••••@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 through Principal Life. Securities offered through Principal Securities, Inc, 80••••••37,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.Michelle Stone 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 skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Retirement Sales Support Manager
Nov 2009 — Present
Skills
- Pensions
- Team Leadership
- 401k
- Deferred Compensation Plans
- Sales Operations
- Investments
- Series 63
- Mutual Funds
- • Defined Benefit Plans
- Retirement
- Sales Management
- Financial Services
- Retirement Planning
- 403(B)
- Series 7, 63, 66, and 24 Registrations
- Defined Benefit Plans
- Tax Exempt Plans
- • Series 7, 63, 66, and 24 Registrations
- Series 7
- • Tax Exempt Plans
- 401(K)
- Sep & Simple Iras
- • 401(K), 403(B), Sep & Simple Iras
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