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Client Relationship Consultant

3 months ago

Wayne, United States Principal Financial Group Full time

What You'll Do:
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

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. This will be done through strategy discussions with the sales representatives and brokers.

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.
- Maintain accuracy while being detail oriented.
- Ability to maintain confidentiality is essential.
- Occasional travel required, including overnight stays for face-to-face interaction 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: $63000 - $97000 / 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 will report into either our Wayne, PA or Columbia, MD office 3-4 days per month.

**Job Level**

We are willing to consider hiring at the Sr. Client Relationship Consultant level depending on qualifications, experience, and skills.

**Work Authorization/Sponsorship**:
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

**Investment Code of Ethics**:
**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.