Client Relationship Consultant

1 week ago

Walnut Creek, 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 one of our Northwest region, 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

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.
- 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: $72000 - $121200 / 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, with the right experience.

**Work Authorization/Sponsorship**

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

**Investment Code of Ethics**

**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.

  • Client Relationship Consultant

    1 month ago

    Walnut Creek, United States The Principal Financial Group Full time

    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 Nort Client Relations, Relationship, Benefits, Consultant, Relations, Business Services, Sales

  • Client Relationship Manager Iii

    2 weeks ago

    Walnut Creek, United States United Business Bank Full time

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United...

  • Client Relationship Manager Iii

    3 weeks ago

    Walnut Creek, United States United Business Bank Full time

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United...

  • Relationship Manager

    4 weeks ago

    Walnut Creek, California, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Relationship Manager

    3 weeks ago

    Walnut Creek, California, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Commercial Banking Team Lead

    4 weeks ago

    Walnut Creek, United States BSF Full time

    POSITION OVERVIEW: The Commercial Banking Team Lead/Relationship Manager is highly experienced, accomplished, and respected banker to lead a commercial banking team and to expand the Bank's business throughout the nine Bay Area counties. They should have a proven track record of managing and developing a team of bankers, expanding existing and acquiring new...

  • Managing Consultant, Environmental Engineer

    3 weeks ago

    Walnut Creek, United States ERM Full time

    ERM is seeking a Managing Consultant, Environmental Engineer to join our contaminated site remediation technical team in Northern, California . In this role, you will provide project management and senior technical assistance on site investigation, remediation, and environmental construction projects for clients locally and nationally. As a Senior...

  • Managing Consultant, Environmental Engineer

    2 months ago

    Walnut Creek, United States ERM Full time

    ERM is seeking a Managing Consultant, Environmental Engineer to join our contaminated site remediation technical team in Northern, California . In this role, you will provide project management and senior technical assistance on site investigation, remediation, and environmental construction projects for clients locally and nationally. As a Senior...

  • Managing Consultant, Air Quality

    2 days ago

    Walnut Creek, California, United States Erm LLC Full time

    ERM seeks an experienced Managing Consultant Air Quality to provide technical expertise, project and team management, and business development support for our Air Quality Service Area in Walnut Creek or Sacramento in California. This is an excellent opportunity for a senior professional to manage and contribute technically to challenging air quality...

  • Small Business Relationship Manager

    2 weeks ago

    Walnut Creek, United States Comerica Full time

    Small Business Relationship ManagerThe Small Business Relationship Manager is responsible for acquiring, managing, and retaining a portfolio up to ~100 small business clients. This role will support multiple banking centers in a defined geographic territory by focusing on their portfolio and business customers. This role will focus on small business...

  • Small Business Relationship Manager

    3 weeks ago

    Walnut Creek, United States Comerica Full time

    Small Business Relationship ManagerThe Small Business Relationship Manager is responsible for acquiring, managing, and retaining a portfolio up to ~100 small business clients. This role will support multiple banking centers in a defined geographic territory by focusing on their portfolio and business customers. This role will focus on small business...

  • Client Service Manager II

    5 days ago

    Walnut Creek, United States Arthur J. Gallagher & Co. Full time

    Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...

  • Associate Client Service Manager

    4 weeks ago

    Walnut Creek, United States Arthur J. Gallagher & Co. Full time

    ** Associate Client Service Manager** **** New Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients...

  • Relationship Manager I

    2 weeks ago

    Walnut Creek, United States PNC Financial Services Group Full time

    Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...

  • (California) Client Service Manager Ii

    1 day ago

    Walnut Creek, United States Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Associate Client Service Manager

    2 days ago

    Walnut Creek, California, United States Arthur J. Gallagher & Co. Full time

    Associate Client Service ManagerNew Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with...

  • Managing Consultant, Environmental Remediation

    2 days ago

    Walnut Creek, California, United States Erm LLC Full time

    Join our team at ERM as a Managing Consultant, Environmental Remediation in Sacramento, California. If you're a mid to senior professional seeking to boost your career with a global environmental leader, this opportunity is for you!In this role, you will lead large-scale, long-term environmental construction programs, focusing on the transportation industry....

  • Consultant, Safety

    2 days ago

    Walnut Creek, California, United States ERM Full time

    Join our team at ERM as a Safety Consultant in Northern CaliforniaWe are looking for a Safety Consultant to strengthen our Environmental Health and Safety technical team based in Northern California. This role involves providing technical support on health and safety compliance projects, risk assessments, industrial hygiene monitoring, and compliance...

  • Beauty Sales Consultant

    3 weeks ago

    Walnut Creek, United States CVS Health Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we...

  • Membership Consultant

    2 months ago

    Walnut Creek, United States Forma Gym Full time

    Job DescriptionJob DescriptionForma Gym is seeking TOP PERFORMERS for our Membership Consultant position. The position will be based in Walnut Creek. As a MEMBERSHIP CONSULTANT you will join a team of professional lifestyle coaches and guide members down the path of enrolling into a lifestyle change, high performance athletic training, stress relief and...