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Principal Financial Group · 2 days ago

Client Relationship Consultant - Group Benefits (Indiana or Southeast Chicago)

United States

Full-time

Remote

Mid, Senior Level

$57K/yr - $111K/yr

4+ years exp

Principal Financial Group is seeking a highly motivated Client Relationship Consultant in Group Benefits to make a significant impact in the Southern Chicago area or Indiana. This role involves partnering with the Sales team and Broker partners to develop customized strategies and manage an assigned block of in-force group business.

Financial ServicesInsurance

No H1B

U.S. Citizen Only

Responsibilities

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

Qualification

Account management experienceActive life/health licenseAnalytical skillsComputer skillsListening skillsAdvanced math skillsPersuasion skillsInterpersonal skillsProblem-solving skillsDecision-making skillsTime management skillsPresentation skillsOral/written communication skillsDetail orientedConfidentiality

Required

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

Maintain accuracy while being detail oriented

Ability to maintain confidentiality is essential

Travel required (approx. 25%), including overnight stays and time out in the market in face-to-face contact with customers and brokers

Preferred

group benefits and/or account management experience preferred

Active life/health license preferred

Intermediate computer skills and knowledge of business unit applications preferred

Benefits

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.

Pension Eligible

Company

Principal Financial Group

Glassdoor3.9

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.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees