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Regional Director - Business Solutions (West Coast)

Regional Director - Business Solutions (West Coast)

Principal Financial Group, Inc.USA, Iowa, Des Moines
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What You'll Do

This role expands Life and Disability Distribution's presence in the small to medium sized business marketplace on the West Coast. You'll provide training and development to Brokerage General agencies, Principal Financial Network and advisors / brokers on advanced case design for business owners and share executive solutions.

Here are a few examples of the kinds of things you'll do :

  • Grow relationships with all intermediaries (Independent and Principal Financial Network) in assigned territory for the purpose of generating life and disability insurance.
  • Build effective partnerships with other Principal wholesalers and home office colleagues to identify new advisor relationships.
  • Provide subject matter expertise to Broker General Agents and advisors / brokers on executive solutions.
  • Conduct training and education via in person presentations and virtual.
  • Develop extensive knowledge, skills and networking contacts through professional education, industry meetings, and company workshops.
  • Heavy incentive component in addition to salary listed.

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 eight years of equivalent experience required, with 5+ years of life or disability wholesaling experience.
  • CLU, CFP, or ChFC designations preferred.
  • Licenses and / or exams necessary for this position include :
  • Life, Health and Variable Life insurance license within 60 days of hire with appointment in state of residence.

  • Securities registration is required upon hire or within 90 days of employment. Securities exams and IAR appointment include Series 6 and 63 as required by applicable state law to become IAR with Principal Securities, Inc. RIA.
  • Cannot participate in any solicitation until properly licensed.
  • Excellent knowledge of universal life, variable life insurance, disability insurance, annuities, and mutual funds required.
  • Strong knowledge base of Business Owner advanced sales solutions and concepts.
  • Must have excellent interpersonal, problem-solving, analytical, presentation, and oral and written communication skills.
  • Requires a high degree of confidentiality.
  • Ability to work in excess of 40 hours is needed at times. Travel required up to 50%, including overnight stays. Requires the ability to be on-call for job responsibilities.
  • 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)

    $80000 - $80000 / 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 Work Authorization / Sponsorship

    At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO : F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

    Nonimmigrant Workers and Green Card for Employment-Based Immigrants

    Investment Code of Ethics

    For Principal Asset Management 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.

    Experience Principal

    At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers : with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

    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.

    Posting Window

    We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

    Original Posting Date

    10 / 1 / 2025

    Most Recently Posted Date

    10 / 1 / 2025

    LinkedIn Remote Hashtag

    #LI-Remote

    LinkedIn Hashtag

    #LI-BS1

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