Regional VP-Annuities (NJ, DE, E.PA)
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 Associate Regional Vice President and Internal Wholesaler within assigned territory for collective success.
- Deliver presentations to large groups and one-on-one in both face-to-face and virtual settings.
- Provide case design consultation and timely follow-ups.
Requirements
- Bachelor’s degree or eight years of equivalent experience required.
- 6+ years of related sales experience.
- Series 6 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.
- 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
This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary is $70,000 per year, with heavy incentive compensation in addition to the salary listed.
Benefits
- Flexible Time Off (FTO) for salaried (exempt) employees, allowing paid time away for vacation, personal, or short-term illness without a set number of days.
- Pension eligible.
- Comprehensive, competitive benefit offerings crafted to protect physical, financial, and social well-being.
Schedule
This is a remote position requiring location within the territory: DE, NJ, or Eastern PA.
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.
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.