Demo

Client Relationship Consultant (Group Benefits)

Principal Financial Group
Charlotte, NC Full Time
POSTED ON 1/25/2025
AVAILABLE BEFORE 5/24/2025
What You'll Do

Are you looking for a unique opportunity to make a significant impact as a Client Relationship Consultant in Group Benefits? If you are a highly motivated and ambitious professional, we have an exceptional role for you at Principal in one of our Charlotte, NC sales office.

 

At Principal Financial Group, we are committed to delivering flawless service and providing world-class solutions to our clients. As a Client Relationship Consultant, you will play a critical role in partnering closely with our Sales team and top-level Broker partners to develop and implement customized strategies. Your main responsibilities will include:

  • 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

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.

 

What sets this opportunity apart is Principal Financial Group's commitment to ethical leadership and business practices. We have been recognized as one of the World's Most Ethical Companies by Ethisphere for the 13th time since 2006. Joining our team means being part of a company that values integrity, diversity, and inclusion.

 

Don't miss out on this exciting and rewarding opportunity!


Who You Are

  • 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 (25-35%), including overnight stays and time out in the market in face-to-face contact with customers and brokers.

Salary Range Information

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 - $101000 / 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

Location

This role offers the ability for a hybrid (blending both office and remote work in a typical workweek) work arrangements. You will work with your leader to determine what days you will go into the office.  Management reserves the right to adjust the days required in office.  

 

We are willing to consider hiring at the next level (Sr Client Relationship Consultant), with the right experience.

 

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.)

 

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

 

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.

 

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

 

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

5/24/2024
Most Recently Posted Date

5/24/2024

Salary : $60,000 - $101,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Client Relationship Consultant (Group Benefits)?

Sign up to receive alerts about other jobs on the Client Relationship Consultant (Group Benefits) career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$51,050 - $68,081
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$145,632 - $210,169
Income Estimation: 
$182,320 - $281,330
Income Estimation: 
$211,528 - $292,170
Income Estimation: 
$80,062 - $120,119
Income Estimation: 
$104,680 - $202,844
Income Estimation: 
$122,633 - $166,569
Income Estimation: 
$116,413 - $176,962
Income Estimation: 
$129,120 - $252,029
Income Estimation: 
$211,528 - $292,170
Income Estimation: 
$182,320 - $281,330
Income Estimation: 
$235,449 - $339,477
Income Estimation: 
$111,487 - $161,520
Income Estimation: 
$122,633 - $166,569
Income Estimation: 
$116,413 - $176,962
Income Estimation: 
$129,120 - $252,029
Income Estimation: 
$133,900 - $199,666

Sign up to receive alerts about other jobs with skills like those required for the Client Relationship Consultant (Group Benefits).

Click the checkbox next to the jobs that you are interested in.

  • Account Management Skill

    • Income Estimation: $60,549 - $79,995
    • Income Estimation: $60,382 - $85,313
  • Customer Acquisition Skill

    • Income Estimation: $60,382 - $85,313
    • Income Estimation: $63,227 - $94,954
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Principal Financial Group

Principal Financial Group
Hired Organization Address Des Moines, IA Intern
What You'll Do We’re looking for Commercial Real Estate interns to join our Principal Real Estate team for an extended i...
Principal Financial Group
Hired Organization Address Charlotte, NC Full Time
What You'll Do We’re looking for a Data Engineer / reporting engineer to join our Enterprise Data & Analytics space, sup...
Principal Financial Group
Hired Organization Address Des Moines, IA Full Time
What You'll Do: Lead the Future of Total Rewards at Principal Financial Group! The Head of Total Rewards will shape how ...
Principal Financial Group
Hired Organization Address Seattle, WA Full Time
What You'll Do We’re looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you’ll act as a...

Not the job you're looking for? Here are some other Client Relationship Consultant (Group Benefits) jobs in the Charlotte, NC area that may be a better fit.

Sr Client Relationship Consultant (Group Benefits)

Principal Financial Group, Charlotte, NC

AI Assistant is available now!

Feel free to start your new journey!