What You’ll Do:
Develop and significantly increase Business Owner Solutions (BOS) sales through prospecting for independent brokers, BGA’s and Principal Financial Network. Implement an onboarding strategy through training and educating advisors on the importance of BOS solutions for their clients and sharing the Principal story. Partner with our Internal and External sales teams to reach territory and regional sales goals.
Here are a few examples of the kinds of things you’ll do:
Prospect for new advisors and brokers, onboard, train and educate, share industry knowledge, and present concepts that will encourage them to sell BOS solutions with Principal.
Build effective partnerships with the Regional Director, SVP and Internal Wholesalers to identify new advisor relationships.
Provide subject matter expertise to advisors/brokers on BOS.
In April, we were named to the Forbes list of America’s Best Employers for Diversity in 2024. This is our fifth year on the list.
Apply today! Who You Are:
Bachelor’s degree or eight years of equivalent experience required, and 2+ years of related work experience in financial services, sales, or marketing
CLU, CFP, or ChFC designations preferred
Requires broad understanding of insurance operations, products, and concepts with the ability to apply marketing strategies and systems
Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities
Requires effective verbal and written communication skills plus the ability to develop effective relationships and motivate producer behavior
Travel expectations of up to 4-6 times per calendar year
Licenses necessary for this position include:
Life and Variable Life insurance license with appointment in state of residence
Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA SIE, Series 6 or equivalent and FINRA Series 63 or equivalent)
Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $67500 – $121200 / 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 role can be located remotely. If located within 30 miles of the Des Moines or Charlotte area, it is an office hybrid role that has three designated days in the office and two remote days weekly. For candidates 30 miles outside of Des Moines or Charlotte, it will be a fully remote position.
Work Authorization/Sponsorship
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Investment Code of Ethics
For Principal Global Investors 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
While our expertise spans the globe, we’re bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our , and why to grow your career.
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. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 4/11/2025 Latest Post Date: Careers – US: 4/11/2025
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