Current jobs related to Client Relationship Consultant - Tampa Florida - Principal Financial Group


  • Tampa, Florida, United States DivvyCloud Full time

    Client Success SpecialistAs a Client Success Specialist at DivvyCloud, you will serve as a trusted consultant for our clients, leveraging your cybersecurity expertise and knowledge of DivvyCloud's products and services to ensure that clients derive maximum value from their investment.About the TeamThe Client Success team is dedicated to ensuring overall...


  • Tampa, Florida, United States Wipro Full time

    Position: Healthcare Account ExecutiveLocation: Tampa, FLNote: This role does not involve Sales and Healthcare Insurance Experience is MandatoryROLE OVERVIEWThe Healthcare Account Executive (AE) plays a pivotal role in ensuring exceptional service delivery and adherence to contractual obligations within Wipro Healthplan Services' (WHPS) Affordable Care Act...


  • Tampa, Florida, United States ZK Technology LLC Full time

    Benefits:Company gatheringsProfit-sharing opportunitiesRelocation incentivesProfessional development and trainingZK Technology LLC is in search of a Client Relationship Manager to foster enduring, trustworthy connections with our current clientele. The primary function of this role is to manage a portfolio of designated clients, cultivate new business from...


  • Tampa, Florida, United States Wipro Full time

    Position: Healthcare Account ExecutiveLocation: Tampa, FLNote: This position does not include Sales; Healthcare Insurance Experience is RequiredROLE OVERVIEWThe Healthcare Account Executive (AE) plays a pivotal role in ensuring exceptional service delivery and adherence to contractual obligations within Wipro Healthplan Services' (WHPS) Affordable Care Act...

  • Investment Counsellor

    3 weeks ago


    Tampa, Florida, United States Fisher Investments Full time

    About the RoleFisher Investments is seeking a highly skilled Canadian Investment Counsellor to join our team in the United States. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our Canadian clients, providing them with exceptional investment advice and guidance.Key...


  • Tampa, Florida, United States AnyDesk Software Full time

    Overview:The ideal candidate will possess exceptional interpersonal skills and the ability to foster mutually beneficial relationships with all stakeholders.Key Responsibilities:- Manage the overall relationship with designated clients- Ensure the retention and satisfaction of all assigned clients- Assist clients in reaching their objectivesQualifications:-...


  • Miami, Florida, United States Visa Full time

    Job OverviewThe Visa Client Services division delivers top-tier operational assistance to Visa's clientele globally. With our extensive expertise and insights, we integrate the customer perspective into the design, development, and successful launch of Visa's offerings. We serve as reliable partners to Visa's clients, providing the knowledge necessary to...


  • Tampa, Florida, United States Valet Living Full time

    Job Title: Inside Account ExecutiveAt Valet Living, we are seeking a highly skilled Inside Account Executive to join our team. As a key member of our client success team, you will be responsible for fostering strong relationships with our existing clients, driving growth and loyalty, and ensuring exceptional client experiences.Key Responsibilities:Client...


  • Tampa, Florida, United States Amerantbank Full time

    About the RoleThe Private Client Group Relationship Manager develops, manages, and retains a client book of business with a focus on the domestic professional segment. This role utilizes market knowledge to:Deliver Exceptional Client Service to strengthen customer loyalty and retention.Maintain a High-Touch Service and professional relationship, applying a...


  • Tampa, Florida, United States Mad Mobile Full time

    About Mad Mobile:Mad Mobile is at the forefront of revolutionizing retail and dining experiences. In a fast-paced market where customer expectations are continually evolving, we lead the way in innovation.Our mission is to empower customers to interact and transact with brands effortlessly, whether they are in-store, outside the traditional boundaries, or on...


  • Tampa, Florida, United States Thomas Financial Full time

    Company OverviewThomas Financial is a proud member of M Financial Group, committed to providing exceptional service to high net worth individuals and dynamic growth companies. Our affiliation with M Financial Group allows us to offer unparalleled value through our expertise, innovative solutions, and personalized service tailored to the affluent and...


  • Tampa, Florida, United States Highland Management Group Full time

    We are seeking a highly skilled and experienced professional to join our team at Highland Management Group as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Develop and maintain strong relationships with clients, ensuring their...


  • Tampa, United States Amerantbank Full time

    Job DescriptionJob DescriptionThe Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional relationship...


  • Tampa, United States Amerantbank Full time

    The Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional relationship applying a short-and long-term...


  • Tampa, United States Amerant Bank Full time

    The Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional relationship applying a short-and long-term...


  • Tampa, Florida, United States Impact Floors of Texas Full time

    Job Posting OverviewSince our inception, Impact Floors of Texas has been dedicated to providing exceptional service to multifamily properties. With over three decades of experience, we have earned the trust of management companies and property managers through our commitment to outstanding customer service and efficient flooring installations.We invite you...


  • Tampa, Florida, United States Asset Marketing Services, LLC Full time

    Company Overview:Asset Marketing Services, LLC (AMS) stands as a premier direct-to-consumer platform specializing in high-end collectibles and bullion. Our extensive collection includes everything from ancient artifacts to contemporary pieces. Through our concierge service, we ensure that coveted items reach collectors directly. Our collaboration with...


  • Tampa, Florida, United States Valet Living Full time

    Job Title: Inside Account ExecutiveAt Valet Living, we are seeking a highly skilled Inside Account Executive to join our team. As a key member of our client success team, you will play a crucial role in safeguarding and enhancing our relationships with existing clients.Key Responsibilities:Client Relationship Management: Serve as the primary point of contact...


  • Tampa, Florida, United States Applied Innovation Full time

    Applied Innovation is on the lookout for dedicated Client Relationship Executives to join our dynamic team. We are interested in driven professionals with experience in B2B external sales, particularly within the imaging sector, focusing on both software and hardware solutions.Key Responsibilities:Achieve Sales Objectives: Meet and exceed all sales targets...


  • Tampa, Florida, United States Valet Living Full time

    Job SummaryWe are seeking a highly skilled Inside Account Executive to join our team at Valet Living. As a key member of our sales team, you will be responsible for managing existing client relationships, identifying opportunities for growth, and delivering exceptional customer experiences.Key ResponsibilitiesDevelop and execute retention strategies to...

Client Relationship Consultant

3 months ago


Tampa Florida, United States Principal Financial Group Full time

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 our Brentwood, TN or Tampa, FL, group benefits sales offices.

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 Apply Now

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:
$ $95950 / 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 a 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.)

and

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 , and why 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.


Date First Posted (TTF):
6/4/2024

Latest Post Date:

Careers - US:
6/4/2024