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Principal Financial Group · 1 day ago

Client Relationship Consultant - Group Benefits (Woodcliff Lake, NJ)

Woodcliff Lake, NJ

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $109K/yr

4+ years exp

Principal Financial Group is seeking a Client Relationship Consultant to enhance relationships with Sales teams and Brokers. The role involves delivering strategic relationship plans, conducting renewal analyses, and providing exceptional service to drive profitable revenue growth in group benefits.

Financial ServicesInsurance

No H1B

Responsibilities

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

Qualification

LifeHealth Insurance LicensesAnalytical SkillsPresentation SkillsListening SkillsComputer SkillsAdvanced Math SkillsInterpersonal SkillsProblem-Solving SkillsDecision-Making SkillsTime Management SkillsOral/Written CommunicationDetail OrientedConfidentiality

Required

Bachelors degree or equivalent

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

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

Occasional travel required, including overnight stays for face-to-face interaction with customers and brokers

As a required part of the role, candidate must be able to provide personal transportation to business related events

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

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