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Principal Financial Group

Offers retirement planning, life insurance, investments

Regional Vice President - Business Solutions

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

About the Job

Requirements

  • A bachelor's degree or eight years of equivalent experience is required, along with at least five years of external life wholesaling experience.
  • Knowledge of universal life, variable life insurance, annuities, disability, and mutual funds is required.
  • Organizational, problem-solving, analytical, presentation, oral communication, and written communication skills are required.
  • Basic personal computer skills and the ability to maintain a high degree of accuracy and attention to detail are required.
  • Achievement orientation, relationship-building, training, and conceptual-thinking skills are necessary.
  • The ability to maintain a high degree of confidentiality is required.
  • The role requires the ability to work more than 40 hours and to be on-call for job responsibilities.
  • Travel, including overnight stays, is required.
  • A life and variable life insurance license is required within 60 days of hire, with appointment in the state of residence.
  • Securities registration is required upon hire; Series 6 and 63 exams and an Investment Adviser Representative appointment are required as applicable under state law. Candidates with lapsed licensing may complete the licenses within 90 days.
  • The employee cannot participate in solicitation until properly licensed.
  • Applicants who need immigration sponsorship or additional work authorization now or in the future to work in the United States are not being considered.

Responsibilities

  • Expand Life and Disability Distribution's presence in the small- to medium-sized business marketplace in NC, SC, FL, AL, and TN.
  • Provide sales leadership and point-of-sale support for integrated delivery of the product suite.
  • Train and develop Brokerage General agencies, Principal Financial Network, and advisors and brokers on advanced case design for business owners and executive solutions.
  • Grow relationships with independent and Principal Financial Network intermediaries in the assigned territory to generate life and disability insurance.
  • Provide informal leadership and support to the regional team to promote collaboration and shared success.
  • Build partnerships with other Principal wholesalers and home-office colleagues to identify new advisor relationships.
  • Provide subject-matter expertise on executive solutions.
  • Conduct training and education through in-person presentations and virtual sessions.
  • Develop knowledge, skills, and networking contacts through professional education, industry meetings, and company workshops.

Desired Qualifications

  • CLU, CFP, or ChFC designations are preferred.
  • Salesforce experience is preferred.
  • Current licensing is 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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