[Hiring] Regional VP - Business Solutions @Principal Financial Group

Role Description

This role expands Life and Disability Distribution's presence in the small to medium sized business marketplace in NC, SC, FL, AL, TN. Provide sales leadership and point-of-sale support for an integrated delivery of a suite of products. You'll provide training and development to Brokerage General agencies, Principal Financial Network and advisors/brokers on advanced case design for business owners and share executive solutions.

• Grow relationships with all intermediaries (Independent and Principal Financial Network) in assigned territory for the purpose of generating life and disability insurance.
• Provides informal leadership and support to the regional team, helping drive collaboration and shared success.
• Build effective 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 via in person presentations and virtual.
• Develop extensive knowledge, skills and networking contacts through professional education, industry meetings, and company workshops.

Qualifications

• Bachelor's degree or eight years of equivalent experience required, with 5 + years of external life wholesaling experience.
• Excellent knowledge of universal life, variable life insurance, annuities, disability, and mutual funds required.
• Demonstrates leadership within the region, serving as an informal team lead and trusted resource for colleagues.
• Must have excellent organizational, problem-solving, analytical, presentation, and oral and written communication skills.
• Basic PC skills required and the ability to maintain a high degree of accuracy and be detail oriented.
• Achievement orientation, relationship building, and good training and conceptual thinking skills are necessary, as well as being personable and assertive.
• Must be able to maintain a high degree of confidentiality.
• Ability to work in excess of 40 hours is necessary.
• Travel required, including overnight stays.
• Requires the ability to be on-call for job responsibilities.

Requirements

• CLU, CFP, or ChFC designations.
• Salesforce experience.
• Life and Variable Life insurance license within 60 days of hire with appointment in state of residence.
• Securities registration is required upon hire.
• Securities exams and IAR appointment include Series 6 and 63 as required by applicable state law to become IAR with Principal Securities, Inc. For those with lapsed licensing, we'd allow 90 days to complete licenses. STRONG preference for current licensing.
• Cannot participate in any solicitation until properly licensed.

Benefits

• This position offers a competitive compensation package consisting of a base salary combined with incentive earnings.
• Salary Range: $80000 - $80000 / year.
• Heavy incentive compensation in addition to salary listed.
• Flexible Time Off (FTO) is provided to salaried (exempt) employees.
• Pension Eligible: Yes.

Company Description

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.