Principal Financial Group Inc

Client Relationship Consultant - Group Benefits (HYBRID - Woodcliff Lake, NJ)

Principal Financial Group Inc$75K — $109K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent with 4+ years in group benefits or account management.
  • Required Life and Health Insurance Licenses for relevant states, or ability to obtain within 90 days.
  • Strong interpersonal, decision-making, and analytical skills are essential.
  • Advanced math skills and familiarity with graphs and equations necessary.
  • Intermediate computer skills and knowledge of business software preferred.
  • Detail-oriented with a commitment to accuracy and confidentiality.
  • Willingness to travel occasionally and provide personal transportation for business events.

Responsibilities

  • Develop and implement a strategic relationship plan with measurable goals.
  • Conduct expert renewal analysis to enhance client relationships.
  • Provide exceptional service and facilitate the sale of new business.
  • Engage in strategy discussions with sales representatives and brokers.
  • Act as an industry expert and consultant on group benefits.

Benefits

  • Flexible Time Off (FTO) allowing paid time away without a set limit.
  • Eligibility for pension plan participation.
  • Hybrid work arrangement offering in-office and remote work flexibility.
Full Job Description
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.

In addition, individuals in this role will be seen as industry experts and consultants in group benefits in general. Does this sound like you? Apply Now!

Who You Are

  • Bachelors 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.
  • Occasional travel required, including overnight stays for face-to-face interaction with customers and brokers.
  • As a required part of the role, candidate must be able to provide personal transportation to business related events.


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

$75000 - $109000 / 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 be based in our Woodcliff Lake, NJ field sales office and offers a hybrid work arrangement (blending both in office and work from home throughout the week).

Job Level

We'll consider talent at the Sr. Client Relationship Consultant level with the right experiences and skills.

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 Asset Management 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.

About Principal Financial Group Inc

Principal Financial Group Inc Careers

Join the dynamic team at Principal Financial Group Inc, a global leader in investment management and retirement services. At Principal, we are committed to helping individuals and businesses achieve financial security and success, making now the perfect time to explore job opportunities with us.

Work You’ll Do

Embark on a career at Principal Financial Group Inc and contribute to our mission of empowering financial well-being across the globe. Our company offers a wide range of positions, from finance to technology, where your skills will help shape the future of financial services.

Innovate and Lead

At Principal, innovation and leadership go hand in hand. We provide a platform where your ideas can lead to groundbreaking financial solutions, driving growth and efficiency. Join our team and be at the forefront of industry-leading projects that redefine what is possible in the financial sector.

Grow Your Career

Principal Financial Group Inc is not just a company; it's a place where you can grow professionally and personally. We support career advancement through professional development programs, leadership training, and opportunities for networking and mentorship. Our commitment to diversity and inclusion ensures that all team members have the opportunity to succeed.

Experience Our Culture

Our culture is built on collaboration, respect, and a commitment to excellence. We believe in fostering a supportive environment where every team member’s contribution is valued. Enjoy benefits that support both your professional and personal life, and work alongside colleagues who are passionate about making a difference.

Internship and Employment Opportunities

Whether you're starting your career or looking to make a significant impact in your professional journey, Principal offers a range of internship and employment opportunities. Gain hands-on experience, work on real-world projects, and learn from leaders in the financial industry.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Principal Financial Group Inc. We are hiring creative, curious, and motivated individuals who are ready to drive innovation and lead with integrity. Check out our open positions, tailor your resume, and prepare for an interview that could lead to your next great adventure.

Stay Connected

Keep up to date with the latest from Principal Financial Group Inc by following our careers blog. Get insider perspectives, tips for a successful interview, and the latest news on the financial industry that you can apply directly to your career.

Networking and Professional Development

At Principal, your growth is our priority. Enhance your professional skills through comprehensive training programs and connect with industry leaders and peers through our robust networking events. Our commitment to your development is unwavering, as we believe it is fundamental to our collective success.

Explore Careers at Principal Financial Group Inc

Discover the exciting career paths available at Principal. From internships to leadership roles, the opportunities for professional growth are abundant. Join us and contribute to a company that values innovation, leadership, and a diverse workforce dedicated to achieving exceptional results.

Apply Today

Are you ready to make a meaningful impact in the financial services industry? Search for open positions that match your skills and interests at Principal Financial Group Inc. We look for passionate, driven, and solution-oriented team players. Start your journey with us today and be part of a team that’s redefining the future of finance.

Principal Financial Group Inc—where careers grow, innovation thrives, and leaders are made.

Learn more about Principal Financial Group Inc
Size
18,600 employees
Market Cap
$20.7 billion
Industry
Net Income
$1.3 billion
5 Year Trend
+2.7%
Revenue
$14.7 billion
NASDAQ

Similar Jobs

More Jobs at Principal Financial Group Inc

More Finance & Insurance Jobs

Find similar Client Relationship Consultant - Group Benefits (HYBRID - Woodcliff Lake, NJ) jobs: