What are the responsibilities and job description for the Financial Professional position at Principal Financial Group?
You’re a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal®, you’ll have the freedom to grow your practice in a way that works for you.
Let’s enhance your business
Your business is your financial future. When was the last time you evaluated if you were with the right partner? From your local office team, your home office staff and your leaders, you’ll get the support and resources you need to truly succeed, including:
- Diverse range of proprietary and non-proprietary products
- Holistic planning approach
- Personalized plan to expand and market your business
- Leading-edge technology
Your Practice. Your Way.
We understand that each practice is different. Consider how these - solutions can help achieve your goals:
- Multiple ways to affiliate - contract flexibility to meet your benefit needs
- Co-branding – build your personal brand, while harnessing the backing of a Fortune 500 company
- Flexible teaming structure offering consultative resources to operate effectively
- What else you’ll get from us
- Competitive benefits, perks and more. Up to 95% Gross Dealer Concession (GDC) payout and an impressive benefits package.
- Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
- Grow your business here. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
Qualifications
- A passion for bettering clients’ financial lives
- Minimum of five years of work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, 401(k) plans
- Life and health insurance licenses
- A willingness to obtain FINRA securities registration (Series 6 or 7; and Series 63 as required by state)
- A background check that includes satisfactory regulatory, criminal and financial standing
Take the next step
If you think partnering with Principal might be a good fit for you and your practice, let’s talk. Tell us a little bit about yourself, and we’ll be in touch. Or contact me at rinehart.lisa@principal.com or 559-214-2123.
Employment at the Principal Financial Group is contingent upon completion of a thorough criminal, credit check and licensing if applicable. This position is subject to SEC restrictions on personal political contributions.
Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to 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.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC http://www.sipc.org. Principal National, Principal Life, Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392. 1048027-012020
©2019 Principal Financial Services, Inc. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial