Regional VP-Annuities

About the role

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. 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.

Responsibilities

• Develop and execute sales plans, activity reports and rotation schedules
• Work closely with an Internal Wholesaler within assigned territory for collective success
• Deliver presentations to large groups and one-on-one in face-to-face and virtual settings
• Provide case design consultation and timely follow-ups
• Manage assigned daily activities of territory
• Partner with financial advisors sharing sales ideas, answering product questions, identifying new sales opportunities

Requirements

• Bachelor's degree or eight years of equivalent experience required
• 6+ years related sales experience required
• Series 6 required within 45 days
• Advanced designations preferred (CFP®, RICP®, ChFC®)
• Excellent knowledge of annuity solutions, competitive intelligence and financial markets required
• Must be able to maintain a high degree of confidentiality
• Extensive travel and overnight stays required (approximately 50-80%)
• Must be located within territory: NC, SC, GA with a preference for Charlotte, NC; Atlanta, GA or Raleigh, NC
• Work authorization: candidates needing any type of immigration sponsorship now or in the future, or those needing work authorization, will not be considered (includes students on F1-OPT, F1-CPT, J-1, etc.)
• For Principal Global Investors positions, must 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

Skills

• Strong interpersonal skills
• Consultative skills
• Advisor expertise
• Strong presentation skills
• Strong oral and written communication skills
• Good training and motivational skills

Pay

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.

• Base salary: $70,000 / year
• Heavy incentive compensation in addition to base salary

Benefits

• Flexible Time Off (FTO) provided to salaried (exempt) employees — opportunity to take time away from the office with pay for vacation, personal or short-term illness; no accrual bank and no set number of days
• Pension eligible
• Comprehensive, competitive benefit offerings crafted to protect physical, financial, and social well-being

Schedule & Location

• Remote position
• Must be located within territory: NC, SC, GA (preference for Charlotte, NC; Atlanta, GA or Raleigh, NC)
• Extensive travel and overnight stays required (approximately 50-80%)