Sales Manager - Individual Solutions

Principal Financial Group; Charlotte (NC); Hybrid; USD 100,000 - 183,000; Full time

Job summary

A leading company in financial services is seeking a Sales Manager to lead the Individual Solutions team in Charlotte, NC. This role focuses on guiding Investment Advisor Representatives to help clients achieve financial wellness. With a commitment to ethical standards and strategic growth, this position offers an opportunity to impact client outcomes while fostering a strong team culture.

Benefits

Flexible Time Off

Pension Eligible

Qualifications

• 8+ years of experience in sales or service.
• FINRA Series 7 and Series 63 required.
• Ability to interpret and market products offered.

Responsibilities

• Lead a team of Investment Advisor Representatives.
• Build strategic partnerships with plan sponsors.
• Use data to inform business decisions.

Skills

Sales Leadership

Strategic Partnerships

Communication

Team Management

Data Analysis

Education

Bachelor's Degree or Equivalent

Job description

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What You'll Do

We’re looking for a Sales Manager to join our Individual Solutions team. In this role, you’ll lead a team of Investment Advisor Representatives (IAR's) working in the "Managed Money" area of service that help participants achieve Retirement Readiness and Financial Wellness by providing Fiduciary Recommendations to In-Plan Participants.

What You'll Do

We’re looking for a Sales Manager to join our Individual Solutions team. In this role, you’ll lead a team of Investment Advisor Representatives (IAR's) working in the "Managed Money" area of service that help participants achieve Retirement Readiness and Financial Wellness by providing Fiduciary Recommendations to In-Plan Participants.

Here are a few examples of the types of things you'll do:

• Build and influence strategic partnerships with our plan sponsors, consultants, sales team and relationship managers
• Lead and handle the day to day responsibilities of a team with the priority of maintaining and strengthening a based on strong culture, flexibility, nimbleness and results/outcome based mentality within a highly regulated environment
• Use a strategic lense to leverage data to inform business decisions and priorities
  
  
  

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• Requires bachelor's degree or equivalent experience, and 8+ years of experience on a sales or service team marketing products and services
• FINRA Series 7, FINRA Series 63, or equivalent registrations required immediately upon employment
• FINRA Series 65 or 66 Licenses or ability to obtain within 90 days required. Potential opportunity to obtain FINRA Series 24. Must meet firm standards for registration within applicable jurisdictions
• Ability to interpret and market all approved products and services offered in our product suite
• Mentor, develop, influence, and motivate internal partners to meet department and company goals
• Provide clear direction and define priorities that are linked to business strategies and goals of the company
• Sound operational and supervisory judgment
• Must possess exceptional written and verbal communication skills
• Effective time management and organizational skills
• Demonstrated commitment to holding yourself and others to a high degree of integrity
• This position may be subject to SEC restrictions on personal political contributions
• You’ll be required to become a non-registered fingerprint person of PSI
  
  
  

Skills That Will Help You Stand Out

• Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) supported and encouraged for growth and development
• Using data analysis to achieve results, financial planning competence, extensive industry knowledge, understanding of competitor's product offering, and business practices
  
  
  

Salary Range Information

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. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$100800 - $182400 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

Yes

Additional Information

Location

This role is open to remote work or hybrid work for those within 30 miles of Des Moines, IA or Charlotte, NC.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics 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.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

6/4/2025

Most Recently Posted Date

6/4/2025

LinkedIn Remote Hashtag

LinkedIn Hashtag

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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