Principal Financial
Regional Managing Director – Principal Financial Network (Houston, TX)
Principal Financial, Houston, Texas, United States, 77246
What You’ll Do
As a Regional Managing Director, you’ll partner closely with your leaders to develop and attract new and top‑tier professionals to get results and build an intentional culture!
Responsibilities
Develop a profitable business center by attracting, training, motivating and retaining advisors.
Provide day‑to‑day leadership and business development.
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.
Qualifications
Bachelor’s degree or equivalent.
8+ years of related work experience, including sales and management.
Broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
Strong oral and written communication skills and presentation skills.
Ability to recruit, select, train, lead, manage, and coordinate a diverse group of producers to meet the goals of the business center.
Ability to develop and maintain community relations.
Designations such as CLU/ChFC, CFP or CLF are desired.
Some travel required, including overnight stays (up to 15%).
Licenses and Exams
Resident state and Non‑Resident state Life/Health and Variable Annuity licensing needed for all non‑resident states in which business will be conducted.
Securities Exams and IAR Appointment
Series 7 and 63 or equivalent, Series 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc.
Refer to Principal Advisor Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams.
Salary and Benefits Competitive compensation package consisting of a base salary combined with incentive earnings. Base salary provides financial stability, while the incentive component offers additional earning potential based on performance metrics.
Salary Range: $135,000 – $255,000 per 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 do not accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible: Yes.
Work Authorization At this time, we’re not considering candidates 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.
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.
Equal Opportunity Employment 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.
Company Information Principal Financial.
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Responsibilities
Develop a profitable business center by attracting, training, motivating and retaining advisors.
Provide day‑to‑day leadership and business development.
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.
Qualifications
Bachelor’s degree or equivalent.
8+ years of related work experience, including sales and management.
Broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
Strong oral and written communication skills and presentation skills.
Ability to recruit, select, train, lead, manage, and coordinate a diverse group of producers to meet the goals of the business center.
Ability to develop and maintain community relations.
Designations such as CLU/ChFC, CFP or CLF are desired.
Some travel required, including overnight stays (up to 15%).
Licenses and Exams
Resident state and Non‑Resident state Life/Health and Variable Annuity licensing needed for all non‑resident states in which business will be conducted.
Securities Exams and IAR Appointment
Series 7 and 63 or equivalent, Series 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc.
Refer to Principal Advisor Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams.
Salary and Benefits Competitive compensation package consisting of a base salary combined with incentive earnings. Base salary provides financial stability, while the incentive component offers additional earning potential based on performance metrics.
Salary Range: $135,000 – $255,000 per 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 do not accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible: Yes.
Work Authorization At this time, we’re not considering candidates 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.
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.
Equal Opportunity Employment 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.
Company Information Principal Financial.
#J-18808-Ljbffr