Relationship Manager - Group Benefits (Northeast Region)

Principal Financial Group • Waltham, MA

10h • Remote

About The Position

As a Relationship Manager in our Group Benefits area, you’ll partner closely with our Sales team and top-level Broker partners, delivering solutions to our mid-market account groups, that will help them build and protect their business and financial security. This opportunity plays a meaningful role in delivering profitable revenue growth of an assigned block of in-force group business by developing and implementing customized strategies. In addition, individuals in this role will be seen as industry experts and consultants in group benefits. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Requirements

• Bachelor’s degree or equivalent plus 8+ years related account management experience required.
• Must be able to acquire and maintain all required state licenses, as outlined by the Principal Financial Group within 90 days.
• Must have excellent persuasion, organizational, problem-solving, presentation, listening, and oral/written communication skills, as well as analytical skills.
• Leadership skills are required, along with excellent time management, judgment, financial analysis, and decision-making skills.
• Must be able to maintain accuracy while being detail oriented.
• Ability to maintain confidentiality is essential.

Nice To Haves

• Active life/health license preferred.
• Intermediate computer skills and knowledge of business unit applications preferred.

Responsibilities

• Profitably retain and grow an assigned block of in-force group business
• Deliver a strategic relationship plan that included quarterly/annual goals
• Handle complex service issues, plan amendments and expert renewal analysis
• Provide functional leadership by training, mentoring, and onboarding new and existing Client Relationship Consultants.
• Deliver training about our products and services to broker partners

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: Senior