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Principal Financial Group

Offers retirement planning, life insurance, investments

Regional Managing Director

Wealth Management & Financial AdvisoryConfirmed 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.
  • Oral and written communication skills 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 needed for all non-resident states where business will be conducted.
  • Series 7 and 63 or equivalent, and Series 24, 65 and/or 66, as required by applicable state law to become an Investment Adviser Representative with Principal Securities, Inc., are required.
  • Required licenses, appointments, and exams must be obtained and passed within the time frame stated 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 specified goals for recruiting and retention of advisors, production, persistency, business conduct, and expense management in accordance with business-center and company objectives.
  • Develop and maintain community relations.

Desired Qualifications

  • Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner, or Chartered Leadership Fellow designations are 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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