Associate Client Relationship Consultant - St. Louis

Principal Financial Group • Chesterfield, MO

1d • Hybrid

About The Position

The Associate Client Relationship Consultant markets and supports group benefit solutions through financial advisors (brokers) for employer groups with 3 to 499 employees. After securing an insurance license and completing at least 9 months of training at a regional training center in the group benefit business, the consultant builds and maintains client and advisor relationships, supports client outcomes, and contributes to business growth. The role is based in St. Louis, Missouri, with a hybrid work expectation of at least 3 days per week in the office. It includes face-to-face customer and broker contact, with at least 15–25% of time spent out of the office and occasional overnight stays.

Requirements

• Bachelor’s degree or 8 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 a minimum of 15–25% of time out of 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 through financial advisors for employer groups with 3 to 499 employees.
• 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 block of group clients through renewal analysis and negotiation.
• Collaboratively sell additional products and services.
• Enroll clients in employer-paid and voluntary products.
• Assist brokers and employer groups with sophisticated service issues.

Benefits

• Personal Time Off (PTO) accrued each pay period for vacation, personal needs, or short-term illness.
• Pension eligibility.
• Comprehensive, competitive benefit offerings intended to support physical, financial, and social well-being.
• Sales incentives; in some instances, a bonus plan. Non-sales positions may participate in a bonus program.

What This Job Offers

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