We’re looking for a Relationship Manager to join our Business Plan Management team. In this role, you’ll drive business growth, retention, and plan health by serving as a strategic partner to employers, financial professionals, and internal stakeholders.

• Plan Management & Growth, Retention and Opportunity Identification – Manage and oversee employer-sponsored and employer-owned insurance plans, conducting ongoing reviews to optimize plan performance, strengthen retention, identify cross-sell and upsell opportunities, and support territory and regional sales goals.
• Relationship Management & Communication – Serve as a trusted advisor to plan sponsors, financial professionals, office staff, and internal partners by providing plan design consultation, business planning support, product expertise, training, and best-practice guidance to enhance customer outcomes and satisfaction.
• Issue Resolution & Complex Problem Solving – Lead the resolution of complex customer, compliance, regulatory, tax, audit, and service-related issues while partnering across teams to ensure accurate, timely, and seamless support for insurance-related processes and plan administration.
• Training, Leadership, and Internal Partnerships – Contribute to strategic initiatives, presentations, and cross-functional projects while providing training, mentorship, and consultation that strengthens team capabilities, improves business processes, and supports overall business results.

Who You Are

• Bachelor’s degree in business, finance, insurance, or related field, or equivalent experience.
• 3+ years of experience in insurance, financial services, or related client facing‑ roles.
• Strong understanding of individual life and disability insurance and foundational employer sponsored‑/owned plan concepts.
• Demonstrated ability to manage client relationships in a multi‑stakeholder environment.
• Ability to resolve moderately complex issues with limited supervision.
• Strong verbal and written communication skills, including comfort with client calls and explaining plan concepts.
• High attention to detail with strong organization and documentation skills.
• Ability to manage multiple cases and prioritize effectively.
• Strong analytical skills with the ability to interpret plan information and policy performance.
• Active Life & Health, FINRA Series 6 & Series 63 licenses.
• Overnight travel may be required on a limited basis.

The following locations are examples of market-specific salary ranges across different geographies. 

• Wichita, KS: $84,600 – $114,300 / year• Des Moines, IA: $89,300 – $120,650 / year• Charlotte, NC: $94,000 – $127,000 / year• Chicago / Minneapolis: $103,400 – $139,700 / year• Los Angeles / New York City: $112,800 – $152,400 / year

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, Charlotte, NC, and Raleigh, NC). You’ll work with your leader to figure out which option may align best based on several factors.

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

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.

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.

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