Client Relationship Consultant

Principal Financial Group • Brentwood, TN

2d • Hybrid

About The Position

This role is for a Client Relationship Consultant in Group Benefits. The ideal candidate will be located in Alabama. At Principal Financial Group, the Client Relationship Consultant will partner closely with the Sales team and top-level Broker partners to develop and implement customized strategies. The role involves establishing oneself as a knowledgeable industry expert and consultant in group benefits, playing a vital role in managing an assigned block of in-force group business.

Requirements

• Bachelor’s 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.
• 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.
• 8+ years of related experience (group benefits and/or account management experience) for Senior Client Relationship Consultant level.

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