Client Relationship Consultant - Walnut Creek, United States - Principal Financial Group

Principal Financial Group

Verified Company

Walnut Creek, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

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, problemsolving, decisionmaking, 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 (2535%), including overnight stays and time out in the market in facetoface 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:
$ $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.