Principal Financial Services, Inc.
Regional VP-Annuities (DMV)
Principal Financial Services, Inc., Olympia, Washington, United States
What You'll Do
This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial advisors sharing sales ideas, answering product questions, identifying new sales opportunities, and managing assigned daily activities of their territory.
Here are a few examples of the types of things you'll do:
Develop and execute sales plans, activity reports and rotation schedules.
Works closely with Internal Wholesaler within assigned territory for collective success.
Presentations to large groups (banker/advisor training programs) and one‑on‑one in a face‑to‑face and a virtual setting, ability to provide case design consultation and timely follow‑ups.
*Heavy incentive component in addition to salary listed.
We take pride in being a purpose‑led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Who You Are
Bachelor's degree or eight years of equivalent experience required plus 6+ years related sales experience
Series 6 & 63 required within 45 days. Strong preference for current licensing.
Advanced designations preferred (CFP®, RICP®, ChFC®)
Excellent knowledge of annuity solutions, competitive intelligence and financial markets required
Strong interpersonal skills, consultative skills, and advisor expertise 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
Extensive travel and overnight stays required (approximately 50-80%)
Salary Range Information This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.
Salary Range (Non‑Exempt expressed as hourly; Exempt expressed as yearly) $70000 - $70000 / 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
Location This is a remote position that needs to be located within territory: (DMV) Maryland, DC, Virginia and West Virginia.
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 and 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.
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Here are a few examples of the types of things you'll do:
Develop and execute sales plans, activity reports and rotation schedules.
Works closely with Internal Wholesaler within assigned territory for collective success.
Presentations to large groups (banker/advisor training programs) and one‑on‑one in a face‑to‑face and a virtual setting, ability to provide case design consultation and timely follow‑ups.
*Heavy incentive component in addition to salary listed.
We take pride in being a purpose‑led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Who You Are
Bachelor's degree or eight years of equivalent experience required plus 6+ years related sales experience
Series 6 & 63 required within 45 days. Strong preference for current licensing.
Advanced designations preferred (CFP®, RICP®, ChFC®)
Excellent knowledge of annuity solutions, competitive intelligence and financial markets required
Strong interpersonal skills, consultative skills, and advisor expertise 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
Extensive travel and overnight stays required (approximately 50-80%)
Salary Range Information This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.
Salary Range (Non‑Exempt expressed as hourly; Exempt expressed as yearly) $70000 - $70000 / 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
Location This is a remote position that needs to be located within territory: (DMV) Maryland, DC, Virginia and West Virginia.
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 and 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