Senior Client Relationship Consultant, Group Benefits

Principal Financial Group; Houston (TX); Hybrid; 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

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