What are the responsibilities and job description for the Client Relationship Consultant position at Principal Financial Group?
What You'll Do:
By serving as a trusted advisor and relationship manager, you'll help strengthen key partnerships, uncover growth opportunities, and ensure clients receive the exceptional service and support Principal is known for.
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. Date First Posted (TTF): 10/8/2026 Latest Post Date: Careers - US: 10/8/2026
As a Client Relationship Consultant in Group Benefits, you'll play a key role in driving client satisfaction, retention, and growth within our Charlotte, NC sales office. Partnering closely with Sales Consultants, brokers, and employer clients, you'll deliver strategic guidance, renewal expertise, and tailored solutions that help organizations maximize the value of their benefits programs.
By serving as a trusted advisor and relationship manager, you'll help strengthen key partnerships, uncover growth opportunities, and ensure clients receive the exceptional service and support Principal is known for.
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.
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, 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
The following salary ranges reflect market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.
- Client Relationship Consultant: $62,000 - $84,000 / year
- Sr Client Relationship Consultant $77,000 - $98,000 / year
Work Environments
This role is hiring in Charlotte, NC and offers in-office/hybrid (blending at least three office days in a typical workweek) work arrangements. Management reserves the right to adjust the days required in office.
Job Level
We’ll consider talent at the next level (Sr Client Relationship Consultant) with the right experiences and skills.
Work Authorization/Sponsorship
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. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management 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
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
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. Date First Posted (TTF): 10/8/2026 Latest Post Date: Careers - US: 10/8/2026
LinkedIn Hashtag
: #LI-BS1Benefits:
Health Insurance, 401K Plan, Pension PlanSalary : $62,000 - $98,000