Relationship Manager - Group Benefits (Midwest Region)
Posted 14 days ago
principal financial groupKansas City (MO)
Personal Financial AdvisorsAdministrative Management and General Management Consulting Services
SENIORITY
Senior
SALARY
$89300 - $139700 / year
About the role
What You’ll Do
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!
Who You Are
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.
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)
$89300 - $139700 / year
Salary Details
Des Moines & Omaha: $89,300 - $120,650 / year
St. Louis &
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