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Director of Sales - Retirement Solutions (SF, East Bay and Silicon Valley)Principle • San Francisco, California, United States
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Director of Sales - Retirement Solutions (SF, East Bay and Silicon Valley)

Principle
  • US
    San Francisco, California, United States
  • US
    San Francisco, California, United States
Postuler Maintenant

À propos

Director of Sales - Retirement Solutions

Get ready to take your career to the next level. The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join our team. Your skills valuable, make a wise choice and invest them with a top tier provider! As you partner with local intermediaries throughout San Francisco, East Bay and Silicon Valley you will use your skills to position our products as the ultimate solution for the client. Here are some of the examples of the things you'll do:

  • Drive retirement plan sales throughout the market by calling on advisors to promote the sale of defined contribution and defined benefit products targeted for retirement plans in the 0 - 10M AUM or 0-25 AUM space for the right experience.
  • Build and establish relationships with financial advisors and third party administrators.
  • Collaborate with the relationship management team to pursue additional sales opportunities.

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!

Who You Are

  • Bachelor's degree or an equivalent combination of education and professional work experience.
  • 2+ years of retirement sales experience with deep knowledge on retirement products.
  • Strong work ethic and motivation to meet or exceed established goals.
  • Excellent consultation and presentation skills.
  • Strong understanding of portfolio construction, capital markets, and financial service products.
  • Experience with non-qualified plans, defined benefit and ESOP's a bonus!
  • Licenses Required within 5 months of employment: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Resident Life and Health appointment must be attained.

Salary Range Information

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. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $85000 - $90000 / year

Time Off Program 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.

Pension Eligible Yes

Job Level Open to hiring up to the Sr. Director level for the right experience.

Work Authorization/Sponsorship 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.)

Investment Code of Ethics 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. These same requirements may also apply to other positions across the organization.

Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

  • San Francisco, California, United States

Compétences linguistiques

  • English
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