Client Relationship Consultant

Principal Financial Group; Charlotte (NC); Hybrid; USD 62,000 - 98,000; Full time

Benefits offered by this job

Hybrid work arrangement

Pension eligibility

Flexible Time Off

Job summary

Principal Financial Group in Charlotte, NC seeks a Client Relationship Consultant to drive client satisfaction and growth in Group Benefits. You will partner with Sales Consultants, brokers, and employer clients to deliver strategic guidance, renewal expertise, and tailored solutions for maximizing benefits value.

You will build trusted advisor relationships, uncover growth opportunities, and provide exceptional service that aligns with Principal's standards.

Qualifications

• Bachelor's degree or equivalent plus 4+ years related experience.
• Must be able to acquire and maintain state licenses within 90 days; life/health license preferred.
• Travel required (approx. 25%).

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

Communication skills

Interpersonal skills

Problem solving

Decision making

Time management

Presentation skills

Listening skills

Oral/written communication

Analytical skills

Advanced math

Computer skills

Education

Bachelor's degree or equivalent

Job description

What You’ll Do

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

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.

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.

Salary Details

• Client Relationship Consultant: $62,000 - $84,000 / year
• Sr Client Relationship Consultant $77,000 - $98,000 / 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

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.

Original Posting Date

10/8/2026

Most Recently Posted Date

10/8/2026

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