Job Details

What You'll Do

This role leads and consults with financial professionals to help them build their skills and grow their practice throughout the territory. You'll also attract and develop top‑tier talent to our team; it is a great opportunity to build an intentional culture!

Examples of 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.

In April, we were named to the Forbes list of America's Best Employers for Diversity in 2025. This is our sixth year on the list.

Heavy incentive component in addition to salary listed.

Join us!

Who You Are

• Requires bachelor degree or eight years of equivalent experience.
• 4+ years related work experience, including sales and management.
• Recruiting of experienced financial advisors, strongly preferred.
• Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
• Must have good oral and written communication skills as well as good presentation skills.
• Must have ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet the goals of the business center.
• Must be able to develop and maintain community relations.
• Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired.
• 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.
• 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.

Salary Range Information

Salary ranges reflect targeted base salaries. Actual compensation will be based on geographic location, experience, licensure and skill level.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly): $81,900 - $147,600 per year.

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees with pay for vacation, personal or short‑term illness. Employees don't 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

At this time, we're not considering candidates that need immigration sponsorship.

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.