Regional VP-Annuities
Responsibilities
- Develop and execute sales plans, activity reports, and rotation schedules
- Partner 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
- Share sales ideas with financial advisors, answer product questions, and identify new sales opportunities
- Manage assigned daily activities of the territory
Requirements
- Bachelor's degree or eight years of equivalent experience
- 6+ years of related sales experience
- Series 6 license required within 45 days of hire
- Advanced designations preferred (CFP®, RICP®, ChFC®)
- Excellent knowledge of annuity solutions, competitive intelligence, and financial markets
- Strong interpersonal, consultative, and advisor expertise skills
- Strong presentation, oral, and written communication skills
- Good training and motivational skills
- Ability to maintain a high degree of confidentiality
- Extensive travel and overnight stays required (approximately 50–80%)
Pay
Competitive compensation package consisting of a base salary combined with incentive earnings. Base salary provides financial stability; incentive component offers additional earning potential based on performance metrics.
- Base salary: $70,000 per year (exempt)
- Heavy incentive compensation in addition to base salary
Benefits
- Flexible Time Off (FTO) for salaried (exempt) employees — paid time away for vacation, personal, or short-term illness with no accrual bank or set number of days
- Pension eligible
Location & Schedule
Remote position; must be located within the territory covering North Carolina, South Carolina, and Georgia, with a preference for Charlotte, NC; Atlanta, GA; or Raleigh, NC. Extensive travel and overnight stays required (approximately 50–80%).
Work Authorization
Candidates requiring any type of immigration sponsorship now or in the future, or those needing work authorization (including F-1 OPT, F-1 CPT, J-1, etc.), are not being considered for this role.
Additional Requirements
For Principal Global Investors positions, adherence to an Investment Code of Ethics is required, covering personal and business conduct as well as personal trading activities for the employee and household members. These requirements may also apply to other positions across the organization.