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Principal Financial Group

Offers retirement planning, life insurance, investments

Relationship Manager 2

Account ManagementPosted on Nov 12
Full-timeWashington, DC, USA

About the Job

Requirements

  • A bachelor's degree or eight years of equivalent experience is required.
  • At least four years of retirement industry experience is required.
  • Must become an associated person of Principal Securities, Inc.
  • Knowledge of qualified plans, including defined benefit and defined contribution plans, is strongly preferred.
  • Leadership, negotiation, presentation, organizational, problem-solving, interpersonal, analytical, oral, and written communication skills are required.
  • Must be assertive and entrepreneurial.
  • Must obtain FINRA Series 6 or 7, FINRA Series 63, and Life and Health licenses within five months of employment; fully licensed candidates are strongly preferred.
  • Must reside within the Washington, D.C. metropolitan region encompassing Maryland and Northern Virginia.
  • Must travel 25–30%, mostly for day travel with some overnight travel.
  • Must not require immigration sponsorship or additional work authorization to work in the United States, now or in the future.

Responsibilities

  • Develop deep relationships with advisors, plan sponsors, and third-party administrators in the 10M–200M market space in the Washington, D.C., Maryland, and Northern Virginia region.
  • Serve as a strategic partner to clients and advisors, providing solutions that support retention, growth, and retirement readiness.
  • Collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, services, and new opportunities.
  • Conduct plan-level health reviews.
  • Resolve complex issues.

Desired Qualifications

  • Qualified plan knowledge, including defined benefit and defined contribution plans.
  • Being fully licensed upon hire.

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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