Responsibilities

This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial advisors sharing sales ideas, answering product questions, identifying new sales opportunities, and managing assigned daily activities of their territory.

 

Here are a few examples of the types of things you'll do:

• Develop and execute sales plans, activity reports and rotation schedules. 
• Works closely with Internal Wholesaler within assigned territory for collective success.
• Presentations to large groups(banker/advisor training programs) and one on one in a face to face and a virtual setting, ability to provide case design consultation and timely follow-ups. 

*Heavy incentive component in addition to salary listed.

 

We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Qualifications

• Bachelor's degree or eight years of equivalent experience required plus 6+ years related sales experience
• Series 6 & 63 required within 45 days. Strong preference for current licensing.
• Advanced designations preferred (CFP®, RICP®, ChFC®)
• Excellent knowledge of annuity solutions, competitive intelligence and financial markets required
• Strong interpersonal skills, consultative skills, and advisor expertise are required
• Must have strong presentation, and oral and written communication skills
• Good training and motivational skills are necessary
• Must be able to maintain a high degree of confidentiality
• Extensive travel and overnight stays required (approximately 50-80%)

Salary Range Information

This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.

Salary Range

$70000 - $70000 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

Yes

Additional Information

Location

This is a remote position that needs to be located within territory: (DMV) Maryland, DC, Virginia and West Virginia.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.