Regional VP-Annuities

Principal Financial Group • Atlanta, GA

3d • Remote

About The Position

The Regional VP-Annuities is responsible for sales activities for Principal Retail Annuities and Income Solutions. The role supports sales by partnering with financial advisors, sharing sales ideas, answering product questions, identifying new sales opportunities, and managing assigned daily territory activities. The position works closely with an Internal Wholesaler and includes developing sales plans, delivering presentations, providing case design consultation, and conducting timely follow-ups. It is remote and must be based within the territory of North Carolina, South Carolina, or Georgia, with a preference for Charlotte, Atlanta, or Raleigh. Extensive travel and overnight stays are required, approximately 50–80%.

Requirements

• Bachelor's degree or eight years of equivalent experience.
• At least 6 years of related sales experience.
• Series 6 required within 45 days.
• Excellent knowledge of annuity solutions, competitive intelligence, and financial markets.
• Strong interpersonal and consultative skills and advisor expertise.
• Strong presentation, oral, and written communication skills.
• Good training and motivational skills.
• Ability to maintain a high degree of confidentiality.
• Extensive travel and overnight stays, approximately 50–80%.
• Must be located within the territory of North Carolina, South Carolina, or Georgia.
• Candidates must not require immigration sponsorship now or in the future, or other work authorization for this role.

Nice To Haves

• Advanced designations such as CFP®, RICP®, or ChFC®.
• Preference for candidates located in Charlotte, NC; Atlanta, GA; or Raleigh, NC.

Responsibilities

• Develop and execute sales plans, activity reports, and rotation schedules.
• Work closely with an Internal Wholesaler in the assigned territory to support collective success.
• Partner with financial advisors by sharing sales ideas, answering product questions, and identifying new sales opportunities.
• Manage assigned daily territory activities.
• Present to large groups and individuals in face-to-face and virtual settings.
• Provide case design consultation and timely follow-ups.

Benefits

• Flexible Time Off (FTO) for salaried employees, with paid time away for vacation, personal needs, or short-term illness; there is no accrued bank or set number of days.
• Pension eligible.
• Competitive benefits designed to support employees' physical, financial, and social well-being.
• Base salary combined with incentive earnings; heavy incentive compensation is provided in addition to the listed salary.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior