Sales Manager - Individual Solutions; Retirement Education REMOTE

What You’ll Do

We’re looking for a Sales Manager to join our Individual Solutions team. In this role, you’ll lead a team of Retirement Education Specialists who will deliver education to retirement plan participants through both on-site and virtual education sessions.

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

• Build and influence strategic partnerships with our plan sponsors, consultants, sales team and relationship managers
• Lead and handle the day to day responsibilities of a team with the priority of maintaining and strengthening a foundation based in strong culture, flexibility, nimbleness and results/outcome based mentality within a highly regulated environment
• Use a strategic lens to leverage data to inform business decisions and priorities

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!

• Requires bachelor’s degree or equivalent experience, and 8+ years of experience on a sales or service team marketing products and services
• FINRA Series 6 or 7 and FINRA Series 63 or 66 required
• FINRA Series 24 or 26 required within 90 days of employment. Must meet firm standards for registration within applicable jurisdictions
• Ability to interpret and market all approved products and services offered in our product suite
• Mentor, develop, influence, and motivate internal partners to meet department and company goals
• Provide clear direction and define priorities that are linked to business strategies and goals of the company
• 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
• You’ll be required to become a non‑registered fingerprint person of PSI

• Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) supported and encouraged for growth and development
• Using data analysis to achieve results, financial planning competence, extensive industry knowledge, understanding of competitor’s product offering, and business practices

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.

$100,800 – $182,400 / 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

This is a remote position but will be responsible for the Upper Midwest Retirement Education Specialist team.

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.)

For Principal Asset Management 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.

While our expertise…