Associate Client Relationship Consultant - Group Benefits (Dallas or Houston) jobs in United States
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Principal Financial Group · 2 days ago

Associate Client Relationship Consultant - Group Benefits (Dallas or Houston)

Principal Financial Group is a global company recognized as a leading provider of group benefits insurance. The Associate Client Relationship Consultant will drive business success by building relationships and delivering exceptional service to clients, focusing on marketing and managing group benefits.

Financial ServicesInsurance
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Responsibilities

Efficient marketing of Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors (i.e., brokers) for employer groups ranging from 3 to 499 employees
Enhance networks, relationships, and Principal Financial Group's local brand through active participation in associations, industry groups, advisor events, etc
Growing and retaining a block of group clients in a region through expert renewal analysis and negotiation, collaboratively selling additional products and service, enrolling clients in employer-paid and voluntary products and assisting brokers and employers groups with sophisticated service issues

Qualification

Life & Health insurance licenseAdvanced math skillsAnalytical skillsListening skillsPersuasion skillsOrganizational skillsProblem-solving skillsDecision-making skillsTime management skillsPresentation skillsOral communication skillsWritten communication skillsDetail-orientedConfidentiality

Required

BS or BA degree or 8 years of equivalent experience
0+ years of professional experience
Life & Health insurance license required within 90 days of hire with appointment in the state of residence
Must have excellent persuasion, organizational, problem-solving, decision-making, time management, presentation, listening, oral and written communication skills, as well as analytical skills
Advanced math skills required with basic skills related to graphs, symbols, equations, etc
Must be able to maintain accuracy while being detail oriented
Ability to maintain confidentiality is essential
May spend a minimum of 15-25% of time out of the office in face-to-face contact with customers and brokers, including overnight stays

Benefits

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
Pension Eligible

Company

Principal Financial Group

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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.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Houston
President and CEO
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Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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Company data provided by crunchbase