Managing Director - Principal Advisor Network (Dublin, OH)
Company: Principal Financial Services, Inc.
Posted on: February 25, 2021
Securities offered through Principal Securities, Inc., member
SIPC Co-browse The support staff will need the below numbers to
view your screen Managing Director - Principal Advisor Network
(Dublin, OH) in Dublin, Ohio - Careers at Dublin,OH,Agency Skip to
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Director - Principal Advisor Network (Dublin, OH) Job Locations
US-OH-Dublin - US-OH-Cincinnati Posted Date 6 days ago (1/15/2021
8:34 PM) Job # 2021-29303 Category Sales Ent Seg USIS Bus Area
Individual Distribution Pos Typ Regular Full-Time Remote No FLSA
Exempt Responsibilities This role leads and consults with financial
professionals and attracts and develops new and top-tier talent to
our team to get results. It is a great opportunity to build an
intentional culture! Here are few 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. This position is also a phenomenal way to advance your
career. As a growing company with over 14,000 employees around the
world, Principal offers a lot of ways for you to learn more, earn
more and achieve more. One of 100 companies to be named one of the
World's Most Ethical Companies by the Ethisphere Institute, which
recognizes organizations that have had a material impact on the way
business is conducted by fostering a culture of ethics and
transparency at every level of the company. This is the ninth year
Principal has been recognized by Ethisphere. (February 2020) Are
you looking to take that next step in your career? Apply today!
- Requires bachelor degree or eight years of equivalent
- 4+ years related work experience, including sales and
- 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
- 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/or exams necessary for this position include:
- 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 include:
- 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 and either 51 or 52/53.
- Refer to Principal Advisor Network Licensing/Exam Policy for
the time frame allowed to obtain the required licenses,
appointments and pass exams. Additional Information Work
Authorization/Sponsorship At this time, we're not considering
candidates that need any type of immigration sponsorship now or in
the future or those needing work authorization for this role. (This
includes, but is not limited to students on F1-OPT, F1-CPT, J-1,
etc.) 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 Principal While our expertise spans the
globe, we're bound by one common purpose: to foster a world where
financial security is accessible to all. And our success depends on
the unique experiences, backgrounds, and talents of our employees -
individually and all of us together. Explore our core values ,
benefits and why we're an exceptional place to grow your career.
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. Options Apply for this job
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Keywords: Principal Financial Services, Inc., Cincinnati , Managing Director - Principal Advisor Network (Dublin, OH), Executive , Cincinnati, Ohio
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