Principal Financial Group
What You'll Do
This role drives sales activities for Principal Funds Distribution throughout Des Moines, Kansas City and Omaha. This position partners closely with the Internal Wholesaler and Sr. Director within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds.
Other responsibilities will include:
Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share
May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams
Highest level of integrity and presentation skills
If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you!
*Heavy incentive component in addition to salary listed.
Apply today!
Who You Are
Bachelor's degree or equivalent required and 2+ years sales specific industry experience (investment products, capital markets, partnering with advisors).
FINRA licensing required including SIE or equivalent and series 7
Series 63 required within 45 days
Advanced designations preferred (eg, CFP®, CFA®, CIMA®, CAIA®)
Excellent knowledge of investment products and financial markets required
Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis 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
Travel required, including overnight stays
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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $71250 - $101000 / 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 No
Location This position needs to be located within territory Kansas City, MO; Des Moines; or Omaha, NE.
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 (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/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.
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.
#J-18808-Ljbffr
Other responsibilities will include:
Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share
May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams
Highest level of integrity and presentation skills
If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you!
*Heavy incentive component in addition to salary listed.
Apply today!
Who You Are
Bachelor's degree or equivalent required and 2+ years sales specific industry experience (investment products, capital markets, partnering with advisors).
FINRA licensing required including SIE or equivalent and series 7
Series 63 required within 45 days
Advanced designations preferred (eg, CFP®, CFA®, CIMA®, CAIA®)
Excellent knowledge of investment products and financial markets required
Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis 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
Travel required, including overnight stays
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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $71250 - $101000 / 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 No
Location This position needs to be located within territory Kansas City, MO; Des Moines; or Omaha, NE.
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 (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/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.
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.
#J-18808-Ljbffr