Principal Financial Group
Managing Director - Principal Financial Network (Elkhorn, NE)
Principal Financial Group, Omaha, Nebraska, us, 68197
Managing Director - Principal Financial Network (Elkhorn, NE)
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Managing Director - Principal Financial Network (Elkhorn, NE)
role at
Principal Financial Group .
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
Requires 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, as well as regulations governing insurance and security sales.
Good oral and written communication skills as well as good presentation skills.
Ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet the goals of the business center.
Ability to develop and maintain community relations.
Designations desired: Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF).
Some travel required, including overnight stays (up to 15%).
Licenses and Exams
Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted.
Securities Exams and IAR Appointment
Series 7 and 63 or equivalent; 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc.'s RIA.
Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams.
Salary Range (Non-Exempt/Exempt) Targeted base salaries: $81,900 – $147,600 per year for exempt positions. Non‑sales positions participate in bonus program; sales positions eligible for incentives and bonus plan, whereby total compensation may far exceed base salary.
Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and offers the opportunity to take paid time away from the office with no accrued bank or set number of days. Employees do not accrue a bank of time off under FTO.
Pension Eligible Yes
Job Level We are open to hiring up a level to Sr. Managing Director based on experience.
Work Authorization / Sponsorship At this time, we are not considering candidates who need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States.
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 at 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. 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.
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.
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Managing Director - Principal Financial Network (Elkhorn, NE)
role at
Principal Financial Group .
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
Requires 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, as well as regulations governing insurance and security sales.
Good oral and written communication skills as well as good presentation skills.
Ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet the goals of the business center.
Ability to develop and maintain community relations.
Designations desired: Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF).
Some travel required, including overnight stays (up to 15%).
Licenses and Exams
Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted.
Securities Exams and IAR Appointment
Series 7 and 63 or equivalent; 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc.'s RIA.
Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams.
Salary Range (Non-Exempt/Exempt) Targeted base salaries: $81,900 – $147,600 per year for exempt positions. Non‑sales positions participate in bonus program; sales positions eligible for incentives and bonus plan, whereby total compensation may far exceed base salary.
Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and offers the opportunity to take paid time away from the office with no accrued bank or set number of days. Employees do not accrue a bank of time off under FTO.
Pension Eligible Yes
Job Level We are open to hiring up a level to Sr. Managing Director based on experience.
Work Authorization / Sponsorship At this time, we are not considering candidates who need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States.
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 at 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. 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.
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.
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