Client Relationship Consultant

Principal Financial Group • Charlotte, NC

1d • Hybrid

About The Position

As a Client Relationship Consultant in Group Benefits, you'll play a key role in driving client satisfaction, retention, and growth within our Charlotte, NC sales office. Partnering closely with Sales Consultants, brokers, and employer clients, you'll deliver strategic guidance, renewal expertise, and tailored solutions that help organizations maximize the value of their benefits programs. By serving as a trusted advisor and relationship manager, you'll help strengthen key partnerships, uncover growth opportunities, and ensure clients receive the exceptional service and support Principal is known for.
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.

Requirements

• 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

Nice To Haves

• Active life/health license preferred.

Responsibilities

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree