Managing Director - Principal Financial Network

Principal Financial Group

Finanzdienstleistung

Dublin, OH - USA

Business Unit Leiter

Experteer Overview

In this role you lead and consult with financial professionals to grow their practice across Ohio, West Virginia, and Northern Kentucky. You’ll attract and develop top talent while fostering an intentional culture. You partner with cross-functional teams to achieve recruiting, production, and retention goals, shaping a high-performing advisory network. This opportunity combines leadership, talent development, and strategic growth within a respected financial services firm.

Leistungen / Benefits

Flexible Time Off (FTO)
Pension eligible
Competitive salary with incentive compensation
Bonus program consideration
Geographic market differentiation in compensation
Comprehensive benefits package

Verantwortungsbereiche

Build and profitably grow a financial advisor practice by attracting, training, motivating, and retaining advisors
Meet objectives for recruiting and retention, production, persistency, business conduct, and expense management within the center
Lead and consult with financial professionals across the region to grow their practices
Attract and develop top-tier talent and contribute to an intentional organizational culture
Develop community relations and represent the business center in the local market

Zentrale Anforderungen

Bachelor degree or eight years of equivalent experience
4+ years related work experience in sales and management
Recruiting experience with financial advisors preferred
Broad knowledge of sales techniques and regulations governing insurance and security sales
Strong oral and written communication and presentation skills
Ability to recruit, train, lead, manage, and supervise a diverse group of producers
Ability to develop and maintain community relations
Licenses: Life/Health and Variable Annuity (resident); Life/Health and Variable Annuity licensing for non-residents
Securities exams and IAR appointments: Series 7 and 63 or equivalent, and 24/65/66 as required by state law
Travel: up to 15% including overnight stays
Designations desired: CLU/ChFC, CFP, or CLF

strong communication presentation skills leadership Life/Health and Variable Annuity licensing Series 7 and 63 (or equivalents)IAR appointment processes

Stellenbeschreibung

In this role you lead and consult with financial professionals to grow their practice across Ohio, West Virginia, and Northern Kentucky. You…

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