What are the responsibilities and job description for the Client Relationship Consultant - Group Benefits (Houston or Dallas) position at Principal Financial Group?
What You'll Do
As a Client Relationship Consultant, you will partner closely with our Sales team and Broker partners to:
Does this sound like you? Apply Now!
Who You Are
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$60000 - $96800 / year
Time Off Program
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. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
Yes
Additional Information
Work Environment
This is a hybrid role, in which you will be able to blend days in the office and days working at home in a typical workweek. Management reserves the right to adjust the days required in office.
Location
This position may be based in either our Houston, TX or Addison, TX field sales office.
Level
May be willing to consider at the Sr Client Relationship Consultant level depending on qualifications, experience, and skillset.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Investment Code of Ethics
For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
3/31/2025
Most Recently Posted Date
3/31/2025
As a Client Relationship Consultant, you will partner closely with our Sales team and Broker partners to:
- Deliver upon a strategic relationship plan that includes quarterly/annual goals
- Provide expert renewal analysis
- Deliver outstanding service and selling of new lines of business
Does this sound like you? Apply Now!
Who You Are
- Bachelor’s degree or equivalent plus 4 years related experience (group benefits and/or account management experience preferred).
- Life and Health Insurance Licenses required for all states in which business will be conducted or ability to obtain within 90 days of employment required. 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 for in-person visits with clients.
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$60000 - $96800 / year
Time Off Program
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. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
Yes
Additional Information
Work Environment
This is a hybrid role, in which you will be able to blend days in the office and days working at home in a typical workweek. Management reserves the right to adjust the days required in office.
Location
This position may be based in either our Houston, TX or Addison, TX field sales office.
Level
May be willing to consider at the Sr Client Relationship Consultant level depending on qualifications, experience, and skillset.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Investment Code of Ethics
For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
3/31/2025
Most Recently Posted Date
3/31/2025
Salary : $60,000 - $96,800
