Relationship Manager – Business Plan Management Team

Principal Financial Group•Des Moines, IA

20h•Hybrid

About The Position

We’re looking for a Relationship Manager to join our Business Plan Management team. In this role, you’ll drive business growth, retention, and plan health by serving as a strategic partner to employers, financial professionals, and internal stakeholders. 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 in business, finance, insurance, or related field, or equivalent experience.
3+ years of experience in insurance, financial services, or related client facing‑ roles.
Strong understanding of individual life and disability insurance and foundational employer sponsored‑/owned plan concepts.
Demonstrated ability to manage client relationships in a multi‑stakeholder environment.
Ability to resolve moderately complex issues with limited supervision.
Strong verbal and written communication skills, including comfort with client calls and explaining plan concepts.
High attention to detail with strong organization and documentation skills.
Ability to manage multiple cases and prioritize effectively.
Strong analytical skills with the ability to interpret plan information and policy performance.
Active Life & Health, FINRA Series 6 & Series 63 licenses.

Nice To Haves

Overnight travel may be required on a limited basis.

Responsibilities

Manage and oversee employer-sponsored and employer-owned insurance plans, conducting ongoing reviews to optimize plan performance, strengthen retention, identify cross-sell and upsell opportunities, and support territory and regional sales goals.
Serve as a trusted advisor to plan sponsors, financial professionals, office staff, and internal partners by providing plan design consultation, business planning support, product expertise, training, and best-practice guidance to enhance customer outcomes and satisfaction.
Lead the resolution of complex customer, compliance, regulatory, tax, audit, and service-related issues while partnering across teams to ensure accurate, timely, and seamless support for insurance-related processes and plan administration.
Contribute to strategic initiatives, presentations, and cross-functional projects while providing training, mentorship, and consultation that strengthens team capabilities, improves business processes, and supports overall business results.