Client Relationship Consultant

What You’ll Do

Are you looking for a unique opportunity to make a significant impact as a Client Relationship Consultant in Group Benefits? If you are a highly motivated and ambitious professional, we have an exceptional role for you! We are seeking top talent in the Addison, TX area for this opening.

At Principal Financial Group, we are committed to delivering flawless service and providing world‑class solutions to our clients. As a Client Relationship Consultant, you will play a critical role in partnering closely with our Sales team and top‑level broker partners to develop and implement customized strategies.

Your main responsibilities will include:

• 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.

Don’t miss out on this exciting and rewarding opportunity! Apply now.

Client Relationship Consultant:

• Bachelor’s 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.
• 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 (approximately 25%), including overnight stays and time in the market in face‑to‑face contact with customers and brokers.

We’ll consider talent at the next level with the right experiences and skills.

Senior Client Relationship Consultant (above qualifications apply along with below additions):

• 8+ years of related experience (group benefits and/or account management experience).

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.

$62,000 – $105,000 / year

Salary Details

• Client Relationship Consultant: $62,000 – $84,000 / year
• Senior Client Relationship Consultant: $77,000 – $105,000 / 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

We are looking to hire someone in Addison, TX.

This role offers the ability for a hybrid (blending both office and remote work in a typical workweek) work arrangement. Management reserves the right to adjust the days required in office.

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1‑OPT, F1‑CPT, J‑1, etc.)

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.

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.