- 42364
- Sales
- Regular Full-Time
- Miami, Florida
- No
- A048000-West Central FL South FL
- Establish a profitable business hub by recruiting, training, inspiring, and retaining advisors.
- Achieve specific targets in advisor recruitment and retention, productivity, consistency, business ethics, and cost control in alignment with business objectives.
- Minimum of a bachelor's degree or equivalent experience of eight years.
- At least 4 years of relevant work experience in sales and management.
- Comprehensive knowledge of sales strategies and regulations governing insurance and securities sales.
- Effective verbal and written communication skills, as well as strong presentation abilities.
- Demonstrated capability in recruiting, selecting, training, leading, managing, and overseeing a diverse group of producers to achieve business objectives.
- Proven ability to establish and maintain community relationships.
- Preferred designations include Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP), or Chartered Leadership Fellow (CLF).
- Travel required, including overnight stays (up to 15%).
- State Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states where business will be conducted.
- Series 7 and 63 or equivalent, 24, 65 and/or 66 as mandated by state law to become an IAR with Principal Securities, Inc.'s RIA.
- Refer to Principal Financial Network Licensing/Exam Policy for the timeframe to obtain necessary licenses, appointments, and pass exams.
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Managing Director - Miami, United States - Principal Financial Group
Description
Managing Director - Miami; Principal Financial NetworkThis role leads and advises financial professionals to enhance their skills and expand their practice. You'll also attract and nurture top-notch talent to our Miami team; a fantastic opportunity to shape an intentional culture.
Here are some examples of your responsibilities:
In April, we were recognized on the Forbes list of America's Best Employers for Diversity in 2023, marking our fourth consecutive year on the list.
*Compensation includes a significant incentive component on top of the base salary.
Who You Are
Required licenses and exams for this role:
Securities exams and IAR appointment include:
Salary Range Information
The salary ranges provided represent targeted base salaries. Non-sales roles can participate in a bonus scheme, while sales roles qualify for incentives, potentially exceeding base salary based on individual performance. Actual compensation will be determined by location, experience, education, licensing requirements, and skill level upon offer.
Time Off Program
Salaried (exempt) employees have access to Flexible Time Off (FTO), allowing paid time off for vacation, personal reasons, or short-term illness without accruing specific days off. Pension Eligible: Yes
Additional Information
Job Level
We are open to considering candidates with the appropriate skills and experiences up to the Sr. Managing Director level.
Work Authorization/Sponsorship
We are currently not entertaining candidates requiring any form of immigration sponsorship to work in the United States, including but not limited to F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.
Investment Code of Ethics
For Principal Global Investors roles, adherence to an Investment Code of Ethics concerning personal and business conduct, as well as personal trading activities for both yourself and household members, is mandatory. Similar requirements may apply to other positions within the organization.
Experience Principal
While our impact spans worldwide, we are united by a common goal: to promote accessible financial security for all. Our achievements rely on the diverse experiences, backgrounds, and skills of our employees, both individually and collectively. Explore our core values, benefits, and why we offer an outstanding environment to advance your career.
Principal is an Equal Opportunity Employer
All candidates will be fairly considered for employment regardless of race, color, religion, gender, sexual orientation, nationality, disability, or veteran status.
Posting Window
We will receive applications for 3 days after the Original Posting Date. Following this period, the job listing may either remain open or be closed based on applications received. Subsequent postings will allow additional applications for at least 1 day following the Most Recently Posted Date. It's advisable to submit applications promptly as availability beyond the deadline is not guaranteed. Original Posting Date3/1/2024Most Recently Posted Date3/1/2024