Sales Manager – Principal Connection

Principal Financial Group • Charlotte, NC

5d • Hybrid

About The Position

We’re looking for a Sales Manager to lead and inspire a team of financial consultants on our Principal Connection team. In this role, you’ll lead a team to ensure exceptional customer experiences and delivery of appropriate Principal products and services in a call center environment. 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 bachelor's degree or equivalent experience, and 8+ years of experience on a sales or service team marketing products and services
• FINRA Series 7, FINRA Series 63, or equivalent registrations required immediately upon employment
• FINRA Series 65 or 66 Licenses or ability to obtain within 90 days required. Potential opportunity to obtain FINRA Series 24. Must meet firm standards for registration within applicable jurisdictions
• Strong ability to interpret, position, and market all approved products and services offered in our product suite.
• Demonstrated analytical and financial planning expertise, with deep understanding of industry trends, competitor offerings, and business practices.
• Proven ability to coach, develop, and motivate staff to achieve department and organizational objectives.
• Skilled at setting clear direction, defining priorities, and aligning team performance with company strategies and goals.
• Exceptional interpersonal skills with the ability to build and sustain trusted partnerships across teams and business units.
• Strong operational insight, supervisory judgment, and personal accountability.
• Excellent written and verbal communication skills.
• Effective time management, organizational, and decision-making skills.
• Committed to maintaining the highest standards of integrity, professionalism, and ethical conduct.

Nice To Haves

• Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) designation supported and encouraged for continued professional growth.

Responsibilities

• Lead and handle the day to day responsibilities of a team with the priority of maintaining and strengthening the team based on strong culture, flexibility, nimbleness and results/outcome based mentality within a highly regulated environment
• Use a strategic lense to leverage data to inform business decisions and priorities
• Responsible for sales performance and coaching of financial consultants to identify appropriate financial solutions.

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: Principal
• Education Level: Associate degree