Managing Director - Principal Financial Network (Tampa, FL)

About the Role

This role leads and consults with financial professionals to help them build their skills and grow their practice throughout the territory. You'll also attract and develop top-tier talent to our team, building an intentional culture.

Responsibilities

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

Requirements

• Bachelor’s degree or eight years of equivalent experience.
• 4+ years of related work experience, including sales and management (6+ years for Sr. Managing Director).
• Recruiting experience of experienced financial advisors, strongly preferred.
• Broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
• Strong oral and written communication skills, as well as presentation skills.
• Ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet business center goals.
• Ability to develop and maintain community relations.
• Some travel required, including overnight stays (up to 15%).

Qualifications

• Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP), or Chartered Leadership Fellow (CLF) designations desired.
• Required licenses/exams:
  • Resident state Life/Health and Variable Annuity license.
  • Non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted.
  • Securities exams and IAR appointment: Series 7 and 63 or equivalent, 24, 65, and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc.

Pay

Salary ranges reflect targeted base salaries. 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.

Salary Range: $89,300 – $171,000 / year

Location

Open to hiring in/near Tampa, FL. Position level open up to Sr. Managing Director for candidates with the right skills and experience.

Work Authorization

At this time, we're not considering candidates who need any type of immigration sponsorship (e.g., F1-OPT, F1-CPT, H-1B, TN, L-1, J-1) now or in the future to work in the United States.

Benefits

• Flexible Time Off (FTO) for salaried (exempt) employees, with no set number of days for vacation, personal, or short-term illness.
• Pension eligible.
• Comprehensive, competitive benefit offerings to protect physical, financial, and social well-being.