Managing Director - Principal Financial Network

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This role leads and consults with financial professionals to help them build their skills and grow their practice throughout the territory. You'll also attract and develop top-tier talent to our team; it is a great opportunity to build an intentional culture!

Here are some examples of what you’ll do:

• Develop a profitable business center by attracting, training, motivating, and retaining advisors.
• Achieve specified goals in recruiting and retention of advisors, production, persistency, business conduct, and expense management in accordance with business center and company key objectives.

In April, we were named to Forbes list of America’s Best Employers for Diversity in 2024. This is our fifth year on the list.

Heavy incentive component in addition to salary listed.

• Requires bachelor degree or eight years of equivalent experience.
• 4+ years related work experience, including sales and management.
• Recruiting of experienced financial advisors, strongly preferred.
• Broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
• Good oral and written communication skills and presentation skills.
• Ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet business goals.
• Develop and maintain community relations.
• Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP), or Chartered Leadership Fellow (CLF) designations desired.
• Some travel required, including overnight stays (up to 15%).

Licenses and exams necessary include:

• Resident state Life/Health and Variable Annuity license; non-resident licenses for all non-resident states.

Securities exams and IAR appointment include:

• Series 7 and 63 or equivalent, 24, 65, and/or 66 as required by state law to become IAR with Principal Securities, Inc.'s RIA.

Salary Range: $91,000 - $167,000/year, with a competitive compensation package including base salary and incentive earnings.

Time Off Program:
Flexible Time Off (FTO) for salaried employees.

Pension Eligible:
Yes.

Location:

Nashville, TN or Mount Pleasant, SC.

Work Authorization:
No sponsorship considered at this time.

Equal Opportunity Employer statement and additional company info included.