[Hiring] Client Relationship Consultant - Group Benefits @Principal Financial Group

Role Description

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! We are seeking top talent in Southern California for this opening.

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.

Don't miss out on this exciting and rewarding opportunity! Apply Now!

Qualifications

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

Requirements

• 8+ years of experience in group benefits required (for Sr Client Relationship Consultant)

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly): $68,200 - $126,000 / year
• San Diego, CA:
  • Client Relationship Consultant: $68,200 - $92,400 / year
  • Sr Client Relationship Consultant: $84,700 - $115,500 / year
• Los Angeles, CA:
  • Client Relationship Consultant: $74,400 - $100,800 / year
  • Sr Client Relationship Consultant: $92,400 - $126,000 / year

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. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible: Yes

Location

You will work remote but due to the territory, we are filling this position in Southern California.

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.)

Investment Code of Ethics

For Principal Asset Management 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.

Company Description

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.