Regional Managing Director - Principal Advisor Network


Principal Financial Group

2019-01-16 03:44:41

Job location San Jose, California, United States

Job type: fulltime

Job industry: Executive Positions

Job description

  • Grow a profitable business center by attracting, training, motivating and retaining advisors.
  • Provide leadership and oversight to ensure a high performing team.
  • Achieve specified goals in recruiting and retention of advisors, production, persistency, business conduct, and expense management in accordance with business center and company key objectives..
  • Requires bachelor degree or 8 years of equivalent experience
  • 8 + years related work experience, including sales and management.
  • Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
  • Must have strong leadership, planning and strategic thinking skills.
  • Good oral and written communication, presentation, and financial management skills required.
  • Must have ability to recruit, select, train, lead, manage, and supervise a diverse group of managers and producers to meet the goals of the region.
  • Must be able to develop and maintain community relations.
  • Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired.
  • Some travel required, including overnight stays (up to 15%).

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