What are the responsibilities and job description for the Director of Sales - Retirement Solutions (Chicagoland) position at Principal Financial Group?
Get ready to take your career to the next level. The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join our team. Your skills valuable, make a wise choice and invest them with a top tier provider!
As you partner with local intermediaries throughout Chicagoland you will use your skills to position our products as the ultimate solution for the client. Here are some of the examples of the things you'll do:
- Drive retirement plan sales throughout the market by calling on advisors to promote the sale of defined contribution and defined benefit products targeted for retirement plans in the 0 - 10M AUM or 0-25 AUM space for the right experience.
- Build and establish relationships with financial advisors and third party administrators.
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!
Apply today!
*Heavy incentive component in addition to salary listed.
Who You Are
- Bachelor's degree or an equivalent combination of education and professional work experience.
- 2 years of retirement sales experience with deep knowledge on retirement products.
- Strong work ethic and motivation to meet or exceed established goals.
- Excellent consultation and presentation skills.
- Strong understanding of portfolio construction, capital markets, and financial service products.
- Experience with non-qualified plans, defined benefit and ESOP’s a bonus!
Licenses Required within 5 months of employment:
- Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
- Resident Life and Health appointment must be attained.
Salary Range Information
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$80000 - $85000 / 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
Additional Information
Job Level
We are open to hiring in at the Sr. Director for the right experience which would cover the 0-25AUM market.
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.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
3/8/2024
Most Recently Posted Date
5/9/2024
Salary : $80,000 - $85,000
