Regional VP - Business Solutions

Principal Financial Group • Nashville, TN

2d • Remote

About The Position

This role expands Life and Disability Distribution's presence in the small-to-medium-sized business marketplace across NC, SC, FL, AL, GA, and TN. The Regional VP provides sales leadership and point-of-sale support for the integrated delivery of a suite of products, and delivers training and development to Brokerage General agencies, Principal Financial Network, and advisors and brokers on advanced case design for business owners and executive solutions.

The position builds relationships with intermediaries and supports regional collaboration, while partnering with other Principal wholesalers and home-office colleagues to identify new advisor relationships. It also provides subject-matter expertise on executive solutions and delivers in-person and virtual training. This is a remote role, with a strong preference for someone located east of the Mississippi. Travel, including overnight stays, is required, as is the ability to work more than 40 hours and be on call for job responsibilities.

Requirements

• Bachelor's degree or eight years of equivalent experience.
• At least five years of external life wholesaling experience.
• Excellent knowledge of universal life, variable life insurance, annuities, disability, and mutual funds.
• Excellent organizational, problem-solving, analytical, presentation, oral communication, and written communication skills.
• Basic PC skills and the ability to maintain a high degree of accuracy and attention to detail.
• Achievement orientation, relationship-building ability, training skills, conceptual thinking skills, and a personable and assertive approach.
• Ability to maintain a high degree of confidentiality.
• Ability to work more than 40 hours.
• Ability to travel, including overnight stays.
• Ability to be on call for job responsibilities.
• Life and Variable Life insurance license within 60 days of hire, with appointment in the state of residence.
• Securities registration upon hire; Series 6 and 63 exams and IAR appointment as required by applicable state law to become an IAR with Principal Securities, Inc. Applicants with lapsed licensing are allowed 90 days to complete licenses.
• Cannot participate in solicitation until properly licensed.
• Applicants must not require immigration sponsorship or additional work authorization now or in the future to work in the United States.

Nice To Haves

• CLU, CFP, or ChFC designation.
• Salesforce experience.
• Current securities licensing is strongly preferred.

Responsibilities

• Grow relationships with independent and Principal Financial Network intermediaries in the assigned territory to generate life and disability insurance business.
• Provide informal leadership and support to the regional team, encouraging collaboration and shared success.
• Partner with other Principal wholesalers and home-office colleagues to identify new advisor relationships.
• Provide subject-matter expertise on executive solutions.
• Conduct in-person and virtual training and education.
• Develop professional knowledge, skills, and networking contacts through professional education, industry meetings, and company workshops.
• Provide sales leadership and point-of-sale support for integrated delivery of a suite of products.
• Train and develop Brokerage General agencies, Principal Financial Network, and advisors and brokers on advanced case design for business owners and executive solutions.

Benefits

• Competitive compensation package with base salary and incentive earnings.
• Flexible Time Off (FTO) with pay for vacation, personal time, or short-term illness for salaried exempt employees; there is no accrued time-off bank or set number of days.
• Pension eligibility.
• Comprehensive, competitive benefits intended to support physical, financial, and social well-being.

What This Job Offers

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