Relationship Manager - Group Benefits (Northeast Region)

As a Relationship Manager in our Group Benefits area, you’ll partner closely with our Sales team and top-level Broker partners, delivering solutions to our mid-market account groups, that will help them build and protect their business and financial security.

Here are some things you will do:

• Profitably retain and grow an assigned block of in-force group business
• Deliver a strategic relationship plan that included quarterly/annual goals
• Handle complex service issues, plan amendments and expert renewal analysis
• Provide functional leadership by training, mentoring, and onboarding new and existing Client Relationship Consultants.
• Deliver training about our products and services to broker partners

This opportunity plays a meaningful role in delivering profitable revenue growth of an assigned block of in-force group business by developing and implementing customized strategies. In addition, individuals in this role will be seen as industry experts and consultants in group benefits.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

• Bachelor’s degree or equivalent plus 8+ years related account management experience required.
• Must be able to acquire and maintain all required state licenses, as outlined by the Principal Financial Group within 90 days. Active life/health license preferred.
• Must have excellent persuasion, organizational, problem-solving, presentation, listening, and oral/written communication skills, as well as analytical skills.
• Intermediate computer skills and knowledge of business unit applications preferred.
• Leadership skills are required, along with excellent time management, judgment, financial analysis, and decision-making skills.
• Must be able to maintain accuracy while being detail oriented.
• Ability to maintain confidentiality is essential.
• May spend 25% of time out in the market in face-to-face interaction with customers and brokers, some of that time will require overnight travel.

Location(s)

This role will work remotely from within the Northeast territory (New England or New York/New Jersey).

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.

LinkedIn Remote Hashtag