Sales Manager – Individual Solutions

What You'll Do

We’re looking for a Sales Manager – Individual Solutions to join our Retirement Income Solutions Principal Connection team! In this role, you’ll lead Financial Consultants who are responsible for assisting and engaging with sophisticated investment customers to build and retain relationships with Principal.

• Oversee all activities of Individual Solutions Sales Financial Consultants related to all customer interactions and solutioning of appropriate products and services of Principal in support of department initiatives.
• Serve as the Supervising Registered Representative (SRR) for staff, who are registered representatives with Principal Securities Inc. (PSI) and Principal Advised Services (PAS), as IAR’s, who will, at times, utilize Principal Securities (PSI) Best Interest process and or PAS’s Fiduciary/Advisory process to assist current and prospective customers with their financial needs.
• Establish and enforce appropriate production/productivity and/or service level standards according to department and compliance guidelines and quality standards. Includes timeliness, number of inbound and outbound calls, after call work, accuracy of information and quality communicated via the telephone and written communication sent via paper or electronically.
• Provide leadership of staff including retention and development of top talent through coaching, performance management, and employee engagement. Involved in the selection, motivation, salary administration, and performance appraisals of direct reports as well as training, scheduling work, and maintaining department budget.
• Responsible for meeting department goals and ensuring proper oversight of department, compliance and legal processes and standards to mitigate risks.
• Consistent delivery and accountability around business routines including but not limited to Goal Selling Meetings, Sales Meetings, Team Meetings, Skill Developments, driving accountability with Key Performance Indicators (KPI’s), and consistent completion of the Monthly Manager Check List (MMCL).
• Lead development, teamwork, collaboration, and relationship building within Principal Individual Solutions. Promote and represent our One Principal philosophy.
• Perform other job-related duties and special projects as required.

 

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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 equivalent experience, plus 8 years of experience on a sales or service team marketing products & services
• FINRA Series 7, FINRA Series 63/65 or 66 registrations required. FINRA Series 24 required immediately upon employment
• Requires a high degree of analytical skill, financial planning acumen, extensive knowledge of the industry, competitor’s product offering, and business practices
• Must have the ability to coach, develop, influence, and motivate staff to meet department and company goals
• Must be able to provide clear direction and define priorities that are linked to business strategies and goals of the company
• Ability to build and sustain strong trusted partnerships with employees, peers, and colleagues in other working groups based on mutual trust
• Critical to posses a high degree of personal accountability and ability to motivate and influence others. Sound operational and supervisory judgment
• Must possess exceptional written and verbal communication skills
• Effective time management and organizational skills
• Demonstrated commitment to holding yourself and others to a high degree of integrity
• This position may be subject to SEC restrictions on personal political contributions

 

Skills That Will Help You Stand Out

• Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) supported and encouraged for growth and development

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)

$95200 - $182400 / 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

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

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.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

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

8/21/2024
Most Recently Posted Date

8/21/2024

LinkedIn Remote Hashtag

#LI-Remote

Salary : $95,200 - $182,400