Remote Position

[Remote] Client Relationship Consultant - Group Benefits (Pittsburgh/Cleveland)

🌍 Remote · United States 💼 Full-time

Note: The job is a remote job and is open to candidates in USA. Principal Financial Group is a financial services company that provides financial tools and solutions to customers. The Client Relationship Consultant will manage an assigned block of in-force group benefits business, partner with Sales and broker partners, deliver relationship and renewal strategies, provide exceptional service, and sell new lines of business.

Responsibilities

  • 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

Skills

  • Bachelor's 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
  • 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 (approx. 25%), including overnight stays and time out in the market in face-to-face contact with customers and brokers
  • 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
  • Active life/health license preferred
  • Intermediate computer skills and knowledge of business unit applications preferred

Benefits

  • 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.
  • 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.
  • Pension eligible.
  • Outside of expected work travel, this role will operate in a remote environment.

Company Overview

  • Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 75M customers plan, protect, invest, and retire as of December 31, 2025. It was founded in 1879, and is headquartered in Des Moines, Iowa, USA, with a workforce of 10001+ employees. Its website is https://www.principalam.com/.
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