Client Relationship Consultant - Group Benefits (Indiana or Southeast Chicago) jobs in United States
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Principal Financial Group · 15 hours ago

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

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$57K/yr - $111K/yr
date4+ years exp

Principal Financial Group is seeking a Client Relationship Consultant in Group Benefits who is motivated and ambitious. In this role, you will partner with the Sales team and Brokers to develop and implement customized strategies while delivering outstanding service and managing an assigned block of in-force group business.

Financial ServicesInsurance
badNo H1Bnote

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 experienceLife/health licenseAnalytical skillsComputer skillsListening skillsAdvanced math skillsPersuasion skillsInterpersonal skillsProblem-solving skillsDecision-making skillsTime management skillsPresentation skillsOral/written communicationDetail orientedConfidentiality

Required

Bachelors degree or equivalent
Must be able to acquire and maintain all required state licenses within 90 days
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

4+ years related experience (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

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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.
dateFounded in 1879
location
Des Moines, Iowa, USA
people-size10001+ employees
web-link
https://www.principalam.com/

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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Recent News

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Company data provided by crunchbase