Regional VP-Annuities

Principal Financial · Charlotte, Atlanta, Raleigh · $50–$80/hr (stated in the posting)

Apply on the company website

What You'll Do

This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial advisors sharing sales ideas, answering product questions, identifying new sales opportunities, and managing assigned daily activities of their territory.

Here are a few examples of the types of things you'll do:

• Develop and execute sales plans, activity reports and rotation schedules. 
• Works closely with an Internal Wholesaler within assigned territory for collective success.
• Presentations to large groups and one on one in a face to face and a virtual setting, ability to provide case design consultation and timely follow-ups. 

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!

Who You Are

• Bachelor's degree or eight years of equivalent experience required plus 6+ years related sales experience
• Series 6 required within 45 days
• Advanced designations preferred (CFP®, RICP®, ChFC®)
• Excellent knowledge of annuity solutions, competitive intelligence and financial markets required
• Strong interpersonal skills, consultative skills, and advisor expertise are required
• Must have strong presentation, and oral and written communication skills
• Good training and motivational skills are necessary
• Must be able to maintain a high degree of confidentiality
• Extensive travel and overnight stays required (approximately 50-80%)

Salary Range Information

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

Heavy incentive compensation in addition to salary listed.

Time Off Program

Pension Eligible

Location

This is a remote position that needs to be located within territory: NC, SC, GA with a preference for Charlotte, NC; Atlanta, GA or Raleigh, NC.

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

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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

Original Posting Date

Most Recently Posted Date

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

LinkedIn Hashtag

This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial advisors sharing sales ideas, answering product questions, identifying new sales opportunities, and managing assigned daily activities of their territory.

Here are a few examples of the types of things you'll do:

• Develop and execute sales plans, activity reports and rotation schedules. 
• Works closely with an Internal Wholesaler within assigned territory for collective success.
• Presentations to large groups and one on one in a face to face and a virtual setting, ability to provide case design consultation and timely follow-ups. 

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!

• Bachelor's degree or eight years of equivalent experience required plus 6+ years related sales experience
• Series 6 required within 45 days
• Advanced designations preferred (CFP®, RICP®, ChFC®)
• Excellent knowledge of annuity solutions, competitive intelligence and financial markets required
• Strong interpersonal skills, consultative skills, and advisor expertise are required
• Must have strong presentation, and oral and written communication skills
• Good training and motivational skills are necessary
• Must be able to maintain a high degree of confidentiality
• Extensive travel and overnight stays required (approximately 50-80%)

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