Associate Client Relationship Consultant - Group Benefits (Woodcliff Lake, NJ & Waltham, MA)

Woodcliff Lake, NJ (Unknown)

$29/hr – $39/hrMid LevelFull time

Posted 5 months ago

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Job Summary

Drive group-benefits sales and relationship management for employer groups through financial advisors.

  • Own regional growth by renewing, expanding, and cross-selling group Life, Disability, Dental, Vision, and Critical Illness products.
  • Must-have: Life & Health license due within 90 days and strong persuasion and organizational skills.
  • Standout: Active broker event participation and regional brand-building with associations.

Job Description

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.

Requirements

  • 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 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: Yes

Principal Financial Group

3.9 Glassdoor

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce. We’re proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments for the 11th consecutive year, an Ethisphere World’s Most Ethical Companies for the 12th time and as Forbes The Best Employers for Diversity 2023. Disclosure: Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Investment advisory services are offered through Principal Global Investors, LLC or its affiliates. Principal Asset ManagementSM is a trade name of Principal Global Investors, LLC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2024 Principal Financial Services, Inc. Principal Financial Group Foundation, Inc. ("Principal® Foundation") is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. ("Principal") operates. While Principal Foundation receives funding from Principal, Principal Foundation is a distinct, independent, charitable entity. Principal Foundation does not practice any form of investment advisory services and is not authorized to do so. https://www.principal.com/social-media-disclosures

Des Moines, Iowa, USA
24K employees (675 in marketing)
76% recommend to a friend
86% CEO approval

Traffic Signals

Monthly Visitors
4.6M
Monthly Google Ads Budget
$7.8K
Traffic Source Mix
Search
20.8%
Direct
74%
Referral
4.7%
Social
0.2%
Paid
0.2%

Headcount Trend

Current headcount: ~23.8K

Marketing Team

Marketing Team Size
562 (2% of company)
Median Career Experience
20 years
Median Tenure
7.2 years
Marketing Roles Posted (Last 30 Days)
4

Funding

Total Funding
$700M
Last Raise
$700M
Post IPO Debt, 3 years ago

Funding History

  • Mar 2023
    Post IPO Debt • $700M

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