Client Relationship Consultant

As a Client Relationship Consultant in Group Benefits, you’ll play a key role in driving client satisfaction, retention, and growth within our Charlotte, NC sales office. Partnering closely with Sales Consultants, brokers, and employer clients, you’ll deliver strategic guidance, renewal expertise, and tailored solutions that help organizations maximize the value of their benefits programs.

By serving as a trusted advisor and relationship manager, you’ll help strengthen key partnerships, uncover growth opportunities, and ensure clients receive the exceptional service and support Principal is known for.

• 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.

• Bachelors degree or equivalent plus 4+ 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

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.

The following salary ranges reflect market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

• Client Relationship Consultant: $62,000 - $84,000 / year
• Sr Client Relationship Consultant $77,000 - $98,000 / year

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.

Yes

This role is hiring in Charlotte, NC and offers in-office/hybrid (blending at least three office days in a typical workweek) work arrangements. Management reserves the right to adjust the days required in office.

We’ll consider talent at the next level (Sr Client Relationship Consultant) with the right experiences and skills.

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…