Client Relationship Consultant

Principal Financial Group; Houston (TX); On-site; USD 68,000 - 116,000; Full time

Job summary

Principal Financial Group in Houston is seeking a Client Relationship Consultant in Group Benefits to partner with our Sales team and Brokers to develop and implement customized strategies. You will manage an assigned block of in-force group business and deliver renewal analyses while driving growth with outstanding service.

The role requires a Bachelor's degree with 4+ years in group benefits/account management, state licenses within 90 days, and strong communication, analytical, and math

Qualifications

• Bachelor’s degree or equivalent with 4+ years related experience (group benefits/account management preferred).
• Must obtain state licenses within 90 days; life/health license preferred.
• Strong communication, analytical and math skills; ability to manage multiple tasks.

Responsibilities

• Deliver a strategic relationship plan with quarterly/annual goals.
• Provide renewal analysis & delivery.
• Deliver service excellence and sell new lines of business.

Skills

Persuasion

Interpersonal skills

Problem solving

Communication

Analytical skills

Time management

Presentation skills

Listening skills

Math skills

Computer literacy

Education

Bachelor’s degree

4+ years experience

Job description

What You'll Do

Are you looking for a unique opportunity to make a significant impact as a Client Relationship Consultant in Group Benefits? If you are a highly motivated and ambitious professional, we have an exceptional role for you! We are seeking top talent in the Houston, TX area for this opening.

At Principal Financial Group, we are committed to delivering flawless service and providing world-class solutions to our clients. As a Client Relationship Consultant, you will play a critical role in partnering closely with our Sales team and top-level Broker partners to develop and implement customized strategies.

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

• Bachelor’s degree or equivalent plus4+ 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.

We’ll consider talent at the next level with the right experiences and skills. Senior Client Relationship Consultant (above qualifications apply along with below additions):

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

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)

$68200 - $115500 / year

Salary Details

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

Location

We are looking to hire someone in Houston, TX.

Work Arrangement

This role offers the ability for a hybrid (blending both office and remote work in a typical workweek) work arrangements. Management reserves the right to adjust the days required in office.

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.)

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

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.

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.