Regional VP - Non-Qualified Plans (SE)

Principal Financial Group • Tampa, FL

3d • Remote

About The Position

The Regional Vice President (RVP) is responsible for expanding NQ Distribution’s presence within the small to mid-market segment across the SE United States. This role drives the adoption of Principal’s non-qualified and corporate-owned life insurance solutions by delivering integrated sales leadership, advanced case design expertise, and consultative support to key partners. This role is critical to driving profitable growth in the non-qualified market by combining strong distribution relationships, technical expertise, and disciplined sales execution to expand Principal’s presence and deepen client engagement across the territory.
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

• Bachelor's degree or eight years of equivalent experience required
• 5+ years of external life wholesaling experience
• Excellent knowledge of COLI, variable life insurance, annuities, and mutual funds required
• Need strong working knowledge of non-qualified planning techniques, non-qualified plans, and employee benefits
• Must have excellent organizational, problem-solving, analytical, presentation, and oral and written communication skills
• Achievement orientation, relationship building, and good training and conceptual thinking skills are necessary, as well as being personable and assertive
• Must be able to maintain a high degree of confidentiality
• Travel required, including overnight stays up to 50%
• Requires the ability to be on-call for job responsibilities
• FINRA Series 6 and 63 exams are required at time of hire
• Life and Variable Life insurance license in all states within assigned territory within 60 days of hire
• Maintaining all applicable licenses is required for continued employment in this position
• Cannot participate in any solicitation until properly licensed

Nice To Haves

• CLU, CFP, or ChFC designations preferred

Responsibilities

• Develop and implement a strategic territory business plan focused on market segmentation, advisor engagement, and pipeline growth.
• Drive sales of non-qualified deferred compensation (NQDC) and variable universal life solutions through targeted prospecting and focused opportunity management.
• Build and deepen relationships with key advisor partners, BGAs and internal distribution partners (i.e. Workplace Savings and Retirement Solutions, Principal Custody Solutions, Principal Asset Management, Annuities, Business Solutions) to expand NQDC distribution.
• Trusted consultant to plan sponsors and advisors, delivering point-of-sale support, advanced case design, and product expertise to help win and close business.
• Resource for product positioning, competitive differentiation, and advisor/broker inquiries.
• Take a lead role in the development of assigned territory for NQ Distribution talent (people development/bench strength).

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
• comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

What This Job Offers

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