Regional Wholesaler, Distribution – Retirement Solution

What You'll Do

Get ready to take your career to the next level. The Principal Financial Group is seeking a Regional Wholesaler, Distribution - Retirement Solutions to join our team. This is a hybrid wholesaling opportunity. As you partner with local intermediaries throughout Nor Cal, you will use your skills to position our products as the ultimate solution for the client.

• 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 - 2M AUM.
• Build and establish relationships with financial advisors that are un-assigned throughout Northern California.

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!

• Bachelor's degree or an equivalent combination of education and professional work experience.
• Must have an advanced level of plan design and business unit product knowledge as well as extensive knowledge of competitors.
• Must have 2+ years of retirement sales experience with deep knowledge on retirement products.
• Must have excellent verbal and written communication skills to coordinate with clients and internal stakeholders.
• Role requires the ability to manage multiple projects, problem-solving skills, oral and written communication skills, leadership skills, analytical skills, presentation skills, negotiation skills, relationship building, time management skills and knowledge of business unit and company products.
• Must have the ability to travel as required periodically.

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.

This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.

Heavy incentive component in addition to salary listed.

$75000 - $75000 / year

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.

Yes

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.

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.

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.

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,…