Managing Director - Principal Financial Network (Charlotte)

Principal Financial Group; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

A leading financial services firm in Charlotte, NC, seeks an individual to lead and consult with financial professionals. This role involves attracting and developing talent while achieving specific goals in recruitment and retention. Ideal candidates will have a bachelor's degree or eight years of experience, along with at least 4 years of related work experience. Strong skills in sales techniques and community relations are required. This position offers incentives in addition to a competitive salary.

Qualifications

• Requires bachelor degree or eight years of equivalent experience.
• 4+ years related work experience in sales and management.
• Experience in recruiting financial advisors is strongly preferred.
• Broad knowledge of sales techniques and regulations governing sales.
• Must have good oral and written communication skills as well as good presentation skills.
• Must have 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

Responsibilities

• Lead and consult with financial professionals to develop their skills.
• Attract and develop top-tier talent to the team.
• Achieve goals in recruiting, retention, and overall production.

Skills

Sales techniques

Oral and written communication

Presentation skills

Recruiting experience

Community relations

Education

Bachelor's degree or equivalent experience

Job description

What You'll Do

This role leads and consults with financial professionals to help them build their skills and grow their practice throughout the territory. You'll also attract and develop top-tier talent to our team; it is a great opportunity to build an intentional culture!

Here are few examples of what you’ll do:

• 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.

In April, we were named to the Forbes list of America’s Best Employers for Diversity in 2025. This is our sixth year on the list.

*Heavy incentive component in addition to salary listed.

Join us!

Who You Are

• Requires bachelor degree or eight years of equivalent experience.
• 4+ years related work experience, including sales and management.
• Recruiting of experienced financial advisors, strongly preferred.
• 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 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