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Principal Financial Group · 3 days ago

Regional Managing Director - Principal Financial Network (Houston, TX)

Houston, TX

Full-time

Onsite

Senior Level, Lead/Staff

$135K/yr - $255K/yr

8+ years exp

Principal Financial Group is a company dedicated to fostering financial security for all. As a Regional Managing Director, you will develop and attract top-tier professionals, provide leadership, and achieve business objectives related to recruiting and retention of advisors.

Financial ServicesInsurance

No H1B

Responsibilities

Develop a profitable business center by attracting, training, motivating and retaining advisors

Provide day-to-day leadership and business development

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

Qualification

Sales techniquesInsurance regulationsRecruitmentTrainingChartered Life UnderwriterCertified Financial PlannerChartered Leadership FellowCommunity relationsOral communicationWritten communicationPresentation skillsLeadership

Required

Requires bachelor degree or equivalent

8+ years related work experience, including sales and management

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 coordinate a diverse group of producers to meet the goals of the business center

Must be able to develop and maintain community relations

Licenses and/or exams necessary for this position include: Resident state and Non-Resident state Life/Health and Variable Annuity licensing needed for all non-resident states in which business will be conducted

Securities exams and IAR appointment include: Series 7 and 63 or equivalent, Series 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc

Preferred

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%)

Benefits

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.

Pension Eligible

Company

Principal Financial Group

Glassdoor3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees