Jobs · Consulting · Texas

Client Relationship Consultant

Principal Financial Group · Houston, TX · 1 wk ago
On-siteConsulting$68k–$92k/yrFull-time

About the role

We are seeking a highly motivated and ambitious Client Relationship Consultant in Group Benefits to partner closely with our Sales team and top-level Broker partners to develop and implement customized strategies. In this role, you will deliver upon a strategic relationship plan that includes quarterly/annual goals, provide expert renewal analysis & delivery, and deliver outstanding service while selling new lines of business. You will establish yourself as a knowledgeable industry expert and consultant in the field of group benefits, managing an assigned block of in-force group business.

Responsibilities

  • Deliver upon a strategic relationship plan that includes quarterly/annual goals
  • Provide expert renewal analysis & delivery
  • Deliver outstanding service and sell new lines of business

Requirements

  • 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
  • Active life/health license preferred
  • 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
  • Travel required (approx. 25%), including overnight stays and time out in the market in face-to-face contact with customers and brokers

Senior Client Relationship Consultant

  • 8+ years of related experience (group benefits and/or account management experience)

Pay

  • Client Relationship Consultant: $68,200 – $92,400 / year
  • Senior Client Relationship Consultant: $84,700 – $115,500 / year

Benefits

  • Flexible Time Off (FTO) for salaried (exempt) employees
  • Pension eligible

Schedule

  • Hybrid work arrangement (office and remote)

Location

Houston, TX

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