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Principal Financial Group

Offers retirement planning, life insurance, investments

Regional Managing Director

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor degree or equivalent is required.
  • At least 8 years of related work experience, including sales and management, is required.
  • Broad knowledge of sales techniques and regulations governing insurance and securities sales is required.
  • Good oral and written communication and presentation skills are required.
  • Ability to recruit, select, train, lead, manage, and coordinate a diverse group of producers to meet business center goals is required.
  • Ability to develop and maintain community relations is required.
  • Resident-state and non-resident-state Life/Health and Variable Annuity licenses are required for all non-resident states where business will be conducted.
  • Series 7 and 63 or equivalent, and Series 24, 65 and/or 66, are required as applicable under state law for IAR appointment with Principal Securities, Inc.
  • Required licenses, appointments, and exams must be obtained or passed within the timeframe specified in the Principal Advisor Network Licensing/Exam Policy.

Responsibilities

  • Develop a profitable business center by attracting, training, motivating, and retaining advisors.
  • Provide day-to-day leadership and business development.
  • Achieve goals for recruiting and retaining advisors, production, persistency, business conduct, and expense management in line with business center and company objectives.
  • Travel as required, including overnight stays, up to 15%.

Desired Qualifications

  • Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), or Chartered Leadership Fellow (CLF) designation is desired.
  • Candidates who are fully licensed are strongly preferred.

About the Company

Principal Financial Group

Offers retirement planning, life insurance, investments

Principal Financial Group provides a wide range of financial services, including retirement plans, life insurance, and investment opportunities for individuals, businesses, and institutional investors. Its products work by collecting premiums or fees and managing investments to help clients save for retirement, protect loved ones, and grow wealth over the long term. The company differentiates itself through its breadth of offerings, customized financial solutions, and flexible retirement and investment options designed to fit different needs. Its goal is to give clients financial stability and growth potential by offering planning tools, insurance protection, and investment opportunities across various markets.

Company size
10,001+
Company stage
IPO
Headquarters
Des Moines, IA
Founded
1879

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