Director Of Sales - Retirement Services - #223397

Principal Financial Group New York City , NY 10008

Posted 2 days ago

Job Area: Sales

Business Area: RIS Distribution

Location: NJ - Parsippany;NY - New York City

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2019-11-25

What you'll do

Are ready to take your career to the next level. The Principal Financial Group is seeking a Director of Sales Representative-Retirement Services to join our Midtown New York team.

Your skills are valuable, make a wise choice and invest them with us!

As you partner with local intermediaries, you will use your sales and presentation skills to position our products as the ultimate solution for the client in the New Jersey territory. You will have the opportunity to apply your past experience in sales in a new and rewarding way to accomplish the following:

  • Drive sales throughout the market by calling on advisors to promote the sale of defined contribution and defined benefit products targeted for retirement plans in the 0 - 10M AUM space, but are open to 0 -200 AUM for the right talent.

  • Build and establish relationships with financial advisors and third-party administrators.

What do we have to offer for our Sales Reps that stands out? The unique opportunity to work in a local office where you collaborate with members of the team who all work together to service the clients in the that market.

What you'll get from us

  • Competitive pay, benefits, perks and more. We'll reward you for the skills and experience you have. Find out more.

  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.

  • A career, not just a job. Principal is a place where you can learn and innovate.

    Do important work. Make an impact. And achieve your professional goals.

  • The ability to have a great job and a great life. Sure, work is important.

    But so is your family. And your friends. And your community. That's why we provide the flexibility needed to find the right balance between your job and the rest of your life.


  • Bachelor's degree or eight years of equivalent experience.

  • 2+ years of external wholesaling experience required.

  • Strong work ethic and drive to meet or exceed established goals.

  • Excellent negotiation and presentation skills.

  • Experience with qualified retirement plans, non-qualified plans, defined benefit and ESOP's a bonus!

Licenses Required:

  • Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) within 5 months of employment.

  • Resident Life and Health appointment must be attained within 5 months of employment.

Job Level

We are open to VP level for the right experience which would cover 0-200M AUM.

How we hire

Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via phone or email.

Learn more about our hiring steps and find answers to frequently asked questions.

Additional Information

Work Authorization/Sponsorship

At this time, we're not able to consider candidates needing sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for future opportunities.

Principal is an Affirmative Action and Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

Investment Code of Ethics

For positions with Principal Global Investors, you will be required to follow a Code of Ethics which covers a number of obligations related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Who we are

We help people build the kinds of lives they dream aboutempowered by financial security and stability. We started in 1879 (yes, 1879) as an insurance company. Today, we're a member of the FORTUNE 500 and a global investment management leader.

So that's what we do. As far as who we are, well, we believe that how we do things is just as important as what we do.

Doing what's right has been a part of who we are for more than 140 years. We focus on taking care of not only our employees, customers and advisors, but also the people who live in the communities where we do business.

Learn more about our values in the workplace.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Services Director (Water/Wastewater)

Brown And Caldwell

Posted 6 days ago

VIEW JOBS 2/14/2020 12:00:00 AM 2020-05-14T00:00 Brown and Caldwell (BC) has an opportunity for a Director level Client Service Manager to join our diverse New York City Team, playing an essential role in our Northeast Region water and wastewater business and client connections. In collaboration with the Area and Local Leaders, other Client Service Managers, Technical Service Leaders, and the Marketing Manager, you will maintain and develop client relationships, connect BC solutions to client needs, lead project teams in quality project delivery, and guide procurement stages leading to new opportunities. The Northeast Region is a thriving/growing area demanding differentiating client service, sustainable and innovative solutions, and effective collaboration with our technical service providers and client contacts. This is a highly strategic position for someone who takes pride in exceptional client service, and positive results for our environment and clients. Detailed Description: Our New York City office is currently seeking a client service manager/project manager to join our team. You will play a key role on client service teams pursuing, managing and executing utility projects for the water industry (water, wastewater, and stormwater). The successful candidate will utilize their consulting, technical, and project management expertise to help ensure successful client relationships with our key clients in New York and the Northeast Area. This person will also work closely with firm-wide technical experts and marketing team, and senior leadership to strategize, capture and successfully manage and execute water projects. * Develops high-value client relationships, while representing BC with key clients and teaming partners. * Engages and cultivates client service teams to support understanding and delivering on client needs and expectations. * Creates client engagement strategies and pursuit plans, actively leading in key opportunity proposal strategy, positioning, teaming, messaging and interview development. * Serves as project manager or senior technical resource for key clients. Manage multi-disciplinary resources to deliver projects on schedule and budget and according to client critical success factors. * Ensures quality client services, clarity on work products, and delivery of high quality services within budget and schedule constraints. * Utilizes internal systems for communication, tracking and collaboration on projects and opportunities. * Supports development of staff members, especially as it relates to exceptional client service delivery, strategic planning, and effective communication. * Meets identified performance metrics including annual sales goals, project budgets and schedules. * Leverages resources, experience and skills of the firm to support client goals. * Participates in professional societies, creating connections for BC and technical professionals in support of client goals. Desired Skills and Experience: * B.S. degree in related engineering field (Civil, Environmental etc.) required; M.S. degree in related engineering field with a focus on wastewater and water services preferred. * Professional Engineer registration in the State of New York * A minimum of 15 years' experience in consulting and engineering services in the environmental sector with progressive responsibilities including business development and project delivery especially for water and wastewater municipal clients. * PMP certification from the Project Management institute a plus * Demonstrated ability to communicate effectively with clients, lead strong project teams meeting project requirements, and provide strong business growth results in management roles. * Proven track record of successfully managing projects and delivering on time and on budget while meeting or exceeding client expectations. * Proven understanding of environmental and regulatory drivers for clients and projects. * Knowledge of business and management principles involved in strategic planning, resources allocation, leadership techniques and coordination of people and resources. * Proven technical skills with the ability to articulate ideas and concepts both visually and contextually are required. * Ability to motivate others and lead teams to implement plans for projects and client pursuits. About Brown and Caldwell Headquartered in Walnut Creek, Calif., Brown and Caldwell is a full-service environmental engineering and construction firm with 52 offices and 1,700+ professionals across North America and the Pacific. For more than 70 years, we have created leading-edge environmental solutions for municipalities, private industry, and government agencies. We strive to be the company of choice—to our clients, who benefit from our passion for delivering exceptional quality, and to our employees, present and future, who share our commitment to client service, collaboration, and innovation. Join us, and you will find a home where you can do your best work, reach new levels of expertise, and enjoy exceptional development opportunities. For more information, visit This position is subject to a pre-employment background check and a pre-employment drug test. Notice to Third Party Agencies: Brown and Caldwell does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Brown and Caldwell is proud to be an EEO/AAP Employer. Minorities/Women/Disabled and Protected Veterans are encouraged to apply. Brown and Caldwell ensures nondiscrimination in all programs and activities in accordance with Title VI of the Civil Rights Act of 1964. Brown And Caldwell New York City NY

Director Of Sales - Retirement Services - #223397

Principal Financial Group