What You'll Do

As a Client Relationship Consultant, you will partner closely with our Sales team and Broker partners to:

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

This opportunity plays a meaningful role in delivering profitable revenue growth of an assigned block of in-force group business by developing and implementing customized strategies. This will be done through strategy discussions with the sales representatives and brokers.

In addition, individuals in this role will be seen as industry experts and consultants in group benefits in general. Does this sound like you? Apply Now!

Who You Are

• Bachelor’s degree or equivalent plus 4 years related experience (group benefits and/or account management experience preferred).
• Life and Health Insurance Licenses required for all states in which business will be conducted or ability to obtain within 90 days of employment required. Active life/health license preferred.
• 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.
• Intermediate computer skills and knowledge of business unit applications preferred.
• Maintain accuracy while being detail oriented.
• Ability to maintain confidentiality is essential.
• Occasional travel required, including overnight stays for face-to-face interaction with customers and brokers.
• As a required part of the role, candidate must be able to provide personal transportation to business related events.

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$69000 - $85000 / 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 will report into our Costa Mesa, CA office periodically – therefore candidates need to be within the Los Angeles/Orange County area.

Job Level

We are willing to consider hiring at the Sr. Client Relationship Consultant level depending on qualifications, experience, and skills. 

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Investment Code of Ethics

For Principal Global Investors 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.

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.

Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
3/6/2024
Most Recently Posted Date
3/6/2024

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