Strategic Business Leader

5 days ago


Portland, Oregon, United States Principal Financial Services, Inc. Full time

Job Summary

This role leads and consults with financial professionals to help them build their skills and grow their practice. You'll also attract and develop top-tier talent to our team.

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 bachelor 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.

Preferred Qualifications

  • 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%).

Compensation and Benefits

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

Additional Information

Location We are open to candidates located in/around Portland, Seattle, or Boise.

Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future to work in the United States.

Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.



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