Savannah Swanson
Senior Pricing Consultant at Principal Financial Group
- Role
- Senior Pricing Consultant at Principal Financial Group
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Experience
Senior Pricing Consultant
Mar 2024 — Present
Partner with the Sales and Service teams to package competitive fee quotes to sell and retain retirement plan business- Provide in-depth analysis and details on the product offering & investment package to position fee quotes against competitors while ensuring profitability- Leverage expertise to negotiate and influence positioning with business partners to offer market-competitive pricing that aligns with organizational goals. Support acquisition and retention efforts and promote value-added services. Engage in proactive, strategic and market focused conversations to drive revenue and client satisfaction- Identify market trends and lead efforts to develop and implement improved processes- Provide coaching and training to internal clients.
Education
St. Cloud State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2003 — 2007
Skills
- Banking
- Mutual Funds
- Risk Management
- Retirement Planning
- Series 7
- Portfolio Management
- Investments
- Customer Service
- Wealth Management
- Financial Services
- Insurance
- Credit
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