Client Relationship Consultant (Group Benefits) - Principal Financial Group

What You'll Do:

As a Client Relationship Consultant, you will partner closely with our Sales team and Broker partners to:

 

• Deliver upon a strategic relationship plan that includes quarterly/annual goals
• Provide expert renewal analysis
• Deliver outstanding service and selling of new lines of business

This opportunity plays an important role in delivering profitable revenue growth of an assigned block of in-force group business by developing and implementing customized strategies. This will be done through strategy discussions with the sales representatives and brokers.

 

In addition, individuals in this role will be seen as industry experts and consultants in group benefits in general. Does this sound like you? Apply Now!

Who You Are:

• Bachelor’s degree or equivalent plus 4+ years related experience (group benefits and/or account management experience preferred).
• Life and Health Insurance Licenses required for all states in which business will be conducted or ability to obtain within 90 days of employment required. Active life/health license preferred.
• Must have excellent persuasion, interpersonal, problem-solving, decision-making, time management, presentation, listening, and oral/written communication skills, as well as analytical skills.
• Advanced math skills required with basic skills related to graphs, symbols, equations, etc.
• Intermediate computer skills and knowledge of business unit applications preferred.
• Maintain accuracy while being detail oriented.
• Ability to maintain confidentiality is essential.
• Approximately 35% travel required

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:$72000 - $121200 / yearTime 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:YesAdditional Information:

Location

This role will be located in the Woodcliff Lake, NJ area.  This role offers a hybrid work arrangement that currently consists of working in the office one day per week.  Management reserves the right to adjust the days required in the office.

 

Job Level

Willing to consider hiring at the Sr CRC level depending on qualifications, experience, and skills. 

Work Authorization/Sponsorship

At this time, we're not considering applicants 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 Asset Management 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 envisioning 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.Date First Posted (TTF):10/25/2024Latest Post Date: Careers - US:10/25/2024