About us Careers Financial Representative Opportunities

Financial Representative Opportunities

A career without limits

You’re smart. You’re driven. So why should you work under someone else’s idea of when (and where) you should work—and how much you can earn?

Your future is in your hands

As a Principal financial representative, you’ll have the freedom to:

  • Earn as much as you want. Forget about salary caps. There’s no maximum income for Principal financial representatives. And during your training period, we’ll give you a starting salary so you can still earn while you learn.
  • Take control over your schedule. Plan your days so they work for your career and your personal life.
  • Do something worthwhile. The rewards aren’t just financial. You’ll also enjoy shared successes with grateful clients you’ll help along the way.

Real support—not just training

We’ll give you the support you need to truly succeed. And we’re not talking about a once-and-done training session. We mean real, day-in/day-out help.

Help from people like:

  • Our seasoned representatives who enjoy mentoring others
  • The home office staff whose only goal is helping you and your clients
  • Our leaders who know that our financial representatives are critical to the success of our company and the people we serve.


Listed below are the qualifications for financial representatives

Financial representatives:
  • Relationships within your community
  • Desire to build your own business
  • Desire to help others achieve success
  • Strong communication and listening skills
  • High school diploma
  • A bachelor’s degree with proven achievements—or five years of related full-time work experience (such as sales, sales management, leadership, education or coaching, financial services, or military service) is preferred
  • Willingness to obtain insurance and securities licenses
  • Current valid driver’s license
Experienced financial professionals:
  • 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, or 401(k) plans
  • Life and health insurance licenses
  • 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
Reach out

Take the next step

It doesn’t matter if you’re new to the field or have years of experience. We’ll give you the support you need to truly succeed. And we’re not talking about a once-and-done training session. We mean real, day-in/day-out help.

Submit a contact form
Principal offered a heck of a lot more as far as experienced people who were willing to share their knowledge and coach me.
April, Principal Financial Representative

Principal is an affirmative action and equal opportunity employer and an E-Verify participant. 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. View employment policies at Principal

If you live in or are applying for work in NJ, there are state laws protecting you against employment discrimination. View your rights in NJ (PDF).