AVP-Advanced Solutions

Principal Financial Group • Des Moines, IA

6d • Hybrid

About The Position

We’re looking for an AVP to join our Business and Advanced Solutions team! In this role, you'll provide planning and direction for the advanced solutions area and use technical knowledge to contribute to the successful marketing of business unit products relating to estate, business, executive benefit, and personal planning cases.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!

Requirements

• Requires a law degree from an accredited law school, admittance to the bar in at least one state or CPA designation, licensed in at least one state, plus 10 or more years related experience
• Must have a broad understanding of the sales process and comprehensive knowledge of state and federal laws relating to estate planning and business insurance
• A solid understanding of qualified plans as well as an appreciation of product features and market trends is required
• A CLU, ChFC, and/or CFP designation is required
• FINRA Series 6 registration is required or must be obtained within 18 months of employment

Responsibilities

• Provide expertise, analysis, and recommendations to producers, regional market centers, home office, and/or clients' professional advisors regarding complex estate, business, executive benefit, and financial planning cases. This includes providing specialized tax, legal, and accounting expertise.
• Draft and design marketing and sophisticated written materials for producers, attorneys, marketing and trust officers, and accountants. Design and present instructional materials for courses, seminars, and meetings to educate producers, attorneys, and CPAs.
• Direct activities for advanced solutions area and participate in strategic planning for advanced solutions and business market segment. Work with and through other home office departments to provide effective solutions and systems.
• Manage and motivate staff in the most effective manner possible.
• Provide point-of-sale assistance on highly complex, large cases.
• Maintain the highest level of expertise in tax and legal matters concerning estate, business, executive benefit, and personal planning. Provide expertise to advanced solutions staff.
• Perform other job-related duties and special projects as required.

Benefits

• 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.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Ph.D. or professional degree