Managing Director - Principal Financial Network (Charlotte)
Principal Financial Group, Charlotte, NC, United States
What You'll Do
This role leads and consults with financial professionals to help them build their skills and grow their practice throughout the territory. You'll also attract and develop top-tier talent to our team; it is a great opportunity to build an intentional culture!
Here are few examples of what you’ll do:
- Develop a profitable business center by attracting, training, motivating and retaining advisors.
- 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.
In April, we were named to the Forbes list of America’s Best Employers for Diversity in 2025. This is our sixth year on the list.
*Heavy incentive component in addition to salary listed.
Join us!
Who You Are
- Requires bachelor degree or eight years of equivalent experience.
- 4+ years related work experience, including sales and management.
- Recruiting of experienced financial advisors, strongly preferred.
- Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
- Must have good oral and written communication skills as well as good presentation skills.
- Must have ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet the goals of the business center.
- 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