Associate Client Relationship Consultant - Denver

Principal Financial Group • Denver, CO

1d • Hybrid

About The Position

The Associate Client Relationship Consultant markets and supports group benefit solutions for employer groups with 3 to 499 employees through financial advisors and brokers. After obtaining an insurance license and completing at least nine months of training at a regional training center, the consultant helps build and retain a regional group-client portfolio through renewal analysis and negotiation, additional-product sales, enrollment support, and assistance with complex service issues. The role also develops relationships and strengthens Principal Financial Group’s local brand by participating in associations, industry groups, and advisor events. It involves face-to-face interaction with customers and brokers, including possible overnight stays, for at least 15–25% of the time. The position is based in Denver, Colorado, with a hybrid expectation of at least three days per week.

Requirements

• Bachelor’s degree or eight years of equivalent experience.
• Life and Health insurance license required within 90 days of hire, with appointment in the state of residence.
• Excellent persuasion, organizational, problem-solving, decision-making, time-management, presentation, listening, oral and written communication, and analytical skills.
• Advanced math skills, including basic skills related to graphs, symbols, and equations.
• Ability to maintain accuracy and attention to detail.
• Ability to maintain confidentiality.
• Ability to spend at least 15–25% of time outside the office in face-to-face contact with customers and brokers, including overnight stays.
• Must not require immigration sponsorship or additional work authorization now or in the future to work in the United States.

Responsibilities

• Market Group Life, Disability, Dental, Vision, and Critical Illness solutions to employer groups with 3 to 499 employees through financial advisors and brokers.
• Build networks and relationships and strengthen Principal Financial Group’s local brand by participating in associations, industry groups, and advisor events.
• Grow and retain a regional portfolio of group clients through renewal analysis and negotiation.
• Collaboratively sell additional products and services.
• Assist with enrollment in employer-paid and voluntary products.
• Help brokers and employer groups resolve sophisticated service issues.

Benefits

• Personal Time Off (PTO) for hourly employees, accrued each pay period and usable for vacation, personal time, or short-term illness.
• Pension eligibility.
• Comprehensive, competitive benefits intended to support employees’ physical, financial, and social well-being.
• Sales incentives and, in some instances, a bonus plan for sales positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level