About this role
What You'll Do
Get ready to take your career to the next level. The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join our team. Your skills valuable, make a wise choice and invest them with a top tier provider!
As you partner with local intermediaries throughout the Bay Area and NorCal, you will use your skills to position our products as the ultimate solution for the client. Here are some of the examples of the things you'll do:
- Drive retirement plan 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 or 0-25 AUM space for the right experience.
- Build and establish relationships with financial advisors and third party administrators.
- Collaborate with the relationship management team to pursue additional sales opportunities.
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!
Apply today!
*Heavy incentive component in addition to salary listed.
Who You Are
- Bachelor's degree or an equivalent combination of education and professional work experience.
- 2+ years of retirement sales experience with deep knowledge on retirement products.
- Strong work ethic and motivation to meet or exceed established goals.
- Excellent consultation and presentation skills.
- Strong understanding of portfolio construction, capital markets, and financial service products.
- Experience with non-qualified plans, defined benefit and ESOP’s a bonus!
Licenses Required within 5 months of employment:
- Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
- Resident Life and Health appointment must be attained.
Salary Range Information
This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$85000 - $90000 / 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
Job Level
Open to hiring up to the Sr. Director level for the right experience.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
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
1/12/2026
Most Recently Posted Date
1/12/2026
LinkedIn Remote Hashtag
#LI-Remote
LinkedIn Hashtag
#LI-BS1
Other facts
About Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce.
We’re proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments for the 11th consecutive year, an Ethisphere World’s Most Ethical Companies for the 12th time and as Forbes The Best Employers for Diversity 2023.
Disclosure:
Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Investment advisory services are offered through Principal Global Investors, LLC or its affiliates. Principal Asset Management℠ is a trade name of Principal Global Investors, LLC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2024 Principal Financial Services, Inc.
Principal Financial Group Foundation, Inc. ("Principal® Foundation") is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. ("Principal") operates. While Principal Foundation receives funding from Principal, Principal Foundation is a distinct, independent, charitable entity. Principal Foundation does not practice any form of investment advisory services and is not authorized to do so.
https://www.principal.com/social-media-disclosures
What you'll do
- Drive retirement plan sales by promoting defined contribution and defined benefit products. Build relationships with financial advisors and collaborate with the relationship management team for additional sales opportunities.
Ready to join Principal Financial Group?
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