Associate Client Relationship Consultant - Group Benefits (Phoenix)
Principal Financial Group is a growing company recognized as a leading provider of group benefits. As an Associate Client Relationship Consultant, you will build meaningful relationships and provide exceptional service while marketing group benefits and retaining clients.
Responsibilities
- Efficient marketing of Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors (i.e., brokers) for employer groups ranging from 3 to 499 employees
- Enhance networks, relationships, and Principal Financial Group's local brand through active participation in associations, industry groups, advisor events, etc
- Growing and retaining a block of group clients in a region through expert renewal analysis and negotiation, collaboratively selling additional products and service, enrolling clients in employer-paid and voluntary products and assisting brokers and employers groups with sophisticated service issues
Skills
- BS or BA degree or 8 years of equivalent experience
- 0+ years of professional experience
- Life & Health insurance license required within 90 days of hire with appointment in the state of residence
- Must have excellent persuasion, organizational, problem-solving, decision-making, time management, presentation, listening, oral and written communication skills, as well as analytical skills
- Advanced math skills required with basic skills related to graphs, symbols, equations, etc
- Must be able to maintain accuracy while being detail oriented
- Ability to maintain confidentiality is essential
- May spend a minimum of 15-25% of time out of the office in face-to-face contact with customers and brokers, including overnight stays
Benefits
- Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
- Pension Eligible
Company Overview