Chief Operating Officer

1 week ago


Fresno, California, United States Principal Financial Group Full time
About the Role

This is a senior leadership position that requires a high level of expertise in financial services and business development. The successful candidate will lead and consult with financial professionals to help them build their skills and grow their practice.

Key Responsibilities
  • Develop a profitable business center by attracting, training, motivating, and retaining advisors.
  • Achieve specified goals in recruiting and retention of advisors, production, persistency, business conduct, and expense management in accordance with business center and company key objectives.
Requirements
  • Requires a bachelor's degree or eight years of equivalent experience.
  • 4+ years related work experience, including sales and management.
  • Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
  • Must have good oral and written communication skills, as well as good presentation skills.
  • Must have the ability to recruit, select, train, lead, manage, and supervise a diverse group of producers to meet the goals of the business center.
  • Must be able to develop and maintain community relations.
  • Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP), or Chartered Leadership Fellow (CLF) designations desired.
  • Some travel required, including overnight stays (up to 15%).
Additional Information

This is an exempt position with a salary range of $159,000 per year. The company offers a flexible time off program and is an equal opportunity employer.



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