Associate Client Relationship Consultant (Group Benefits)

Principal Financial ServicesWayne, PA
393d$56,098 - $75,899Remote

About The Position

The Associate Client Relationship Consultant role within the Group Benefits team is designed for individuals who excel in relationship building and thrive in a fast-paced environment. This position involves marketing various group benefit solutions, enhancing local brand presence, and managing client relationships to ensure retention and growth. The role offers a pathway for career advancement while contributing to the mission of making financial security accessible to all.

Requirements

  • BS or BA degree or 8 years of equivalent experience.
  • 0+ years of professional experience.
  • Insurance Licensing required based on state/federal laws and/or company policy.
  • Excellent persuasion, organizational, problem-solving, decision-making, time management, presentation, listening, oral and written communication skills.
  • Advanced math skills with basic skills related to graphs, symbols, equations, etc.
  • Detail-oriented with the ability to maintain accuracy and confidentiality.

Responsibilities

  • Efficiently market Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors for employer groups.
  • Enhance networks and relationships through active participation in associations and industry events.
  • Grow and retain a block of group clients through expert renewal analysis and negotiation.
  • Collaboratively sell additional products and services, and assist brokers and employer groups with service issues.

Benefits

  • Personal Time Off (PTO) for vacation, personal, or short-term illness.
  • Pension eligibility.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service