Associate Client Relationship Consultant - Group Benefits (Dallas or Houston)
Principal Financial Group is a global company recognized as a leading provider of group benefits insurance. The Associate Client Relationship Consultant will drive business success by building relationships and delivering exceptional service to clients, focusing on marketing and managing group benefits.
Responsibilities
- Efficient marketing of Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors (i.e., brokers) for employer groups ranging from 3 to 499 employees
- Enhance networks, relationships, and Principal Financial Group's local brand through active participation in associations, industry groups, advisor events, etc
- Growing and retaining a block of group clients in a region through expert renewal analysis and negotiation, collaboratively selling additional products and service, enrolling clients in employer-paid and voluntary products and assisting brokers and employers groups with sophisticated service issues
Skills
- BS or BA degree or 8 years of equivalent experience
- 0+ years of professional experience
- Life & Health insurance license required within 90 days of hire with appointment in the state of residence
- Must have excellent persuasion, organizational, problem-solving, decision-making, time management, presentation, listening, oral and written communication skills, as well as analytical skills
- Advanced math skills required with basic skills related to graphs, symbols, equations, etc
- Must be able to maintain accuracy while being detail oriented
- Ability to maintain confidentiality is essential
- May spend a minimum of 15-25% of time out of the office in face-to-face contact with customers and brokers, including overnight stays
Benefits
- Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
- Pension Eligible
Company Overview