Principal Financial Group
Managing Director - Principal Financial Network (San Jose, CA)
Principal Financial Group, Roseville, California, United States, 95678
Managing Director - Principal Financial Network (San Jose, CA)
Principal Financial Group is seeking a Managing Director to lead and consult with financial professionals across the territory. This role attracts and develops top-tier talent, building an intentional culture.
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.
Heavy incentive component in addition to salary.
Who You Are
Bachelor’s 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 and regulations governing insurance and security sales.
Excellent oral and written communication and presentation skills.
Ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet business center goals.
Ability to develop and maintain community relations.
Desired designations: CLU/ChFC, CFP, or CLF.
Some travel required, including overnight stays (up to 15%).
Licenses and Exams
Resident state Life/Health and Variable Annuity license; non‑resident state licensing for all non‑resident states where business will be conducted.
Series 7 and 63 or equivalent, 24, 65 and/or 66 as required to become IAR with Principal Securities, Inc.’s RIA.
Compensation Targeted base salary ranges: $81,900 - $147,600 per year. Sales positions eligible for incentives; total compensation may far exceed base salary depending on individual performance.
Benefits Flexible Time Off (FTO) provided to salaried employees. Pension eligibility: Yes.
Equal Opportunity Employer 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 Applications accepted for 3 full days following the Original Posting Date. Original Posting Date: 11/5/2025. Most Recently Posted Date: 11/6/2025.
#J-18808-Ljbffr
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.
Heavy incentive component in addition to salary.
Who You Are
Bachelor’s 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 and regulations governing insurance and security sales.
Excellent oral and written communication and presentation skills.
Ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet business center goals.
Ability to develop and maintain community relations.
Desired designations: CLU/ChFC, CFP, or CLF.
Some travel required, including overnight stays (up to 15%).
Licenses and Exams
Resident state Life/Health and Variable Annuity license; non‑resident state licensing for all non‑resident states where business will be conducted.
Series 7 and 63 or equivalent, 24, 65 and/or 66 as required to become IAR with Principal Securities, Inc.’s RIA.
Compensation Targeted base salary ranges: $81,900 - $147,600 per year. Sales positions eligible for incentives; total compensation may far exceed base salary depending on individual performance.
Benefits Flexible Time Off (FTO) provided to salaried employees. Pension eligibility: Yes.
Equal Opportunity Employer 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 Applications accepted for 3 full days following the Original Posting Date. Original Posting Date: 11/5/2025. Most Recently Posted Date: 11/6/2025.
#J-18808-Ljbffr