Client Relationship Consultant - Group Benefits

Principal Financial Group
Walnut Creek, CA 94596
13 days ago
Principal Financial Group
Principal Financial Group
principal.com

Job Description

What You'll Do:
Are you looking for a unique opportunity to make a significant impact as a Client Relationship Consultant in Group Benefits? If you are a highly motivated and ambitious professional, we have an exceptional role for you at Principal in one of our Northwest region, sales offices.

At Principal Financial Group, we are committed to delivering flawless service and providing world-class solutions to our clients. As a Client Relationship Consultant, you will play a critical role in partnering closely with our Sales team and top-level Broker partners to develop and implement customized strategies. Your main responsibilities will include:
  • Delivering upon a strategic relationship plan that includes quarterly/annual goals
  • Providing expert renewal analysis & delivery
  • Delivering outstanding service and selling new lines of business
In this role, you will have the opportunity to establish yourself as a knowledgeable industry expert and consultant in the field of group benefits. Your expertise and consultative approach will play a vital role in managing an assigned block of in-force group business.

What sets this opportunity apart is Principal Financial Group's commitment to ethical leadership and business practices. We have been recognized as one of the World's Most Ethical Companies by Ethisphere for the 13th time since 2006. Joining our team means being part of a company that values integrity, diversity, and inclusion.

Don't miss out on this exciting and rewarding opportunity!
Who You Are:
  • Bachelors degree or equivalent plus 4+ years related experience (group benefits and/or account management experience preferred).
  • Must be able to acquire and maintain all required state licenses within 90 days. 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.
  • Travel required (25-35%), including overnight stays and time out in the market in face-to-face contact with customers and brokers.
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 / 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 offers the ability for a hybrid (blending both office and remote work in a typical workweek) work arrangements. You will work with your leader to determine what days you will go into the office. Management reserves the right to adjust the days required in office.

We are willing to consider hiring at the next level, with 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.)


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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.


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): 4/19/2024 Latest Post Date: Careers - US: 4/19/2024

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