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Principal Financial Group

Offers retirement planning, life insurance, investments

Associate Client Relationship Consultant

Insurance Sales & AgencyPosted on Nov 13
Full-timeSt. Louis, MO, USA$25.48 - $34.13 /hr

About the Job

Requirements

  • A bachelor's degree or eight years of equivalent experience is required.
  • A Life and Health insurance license is required within 90 days of hire, with appointment in the state of residence.
  • The role requires persuasion, organizational, problem-solving, decision-making, time-management, presentation, listening, oral and written communication, and analytical skills.
  • Advanced math skills and basic skills related to graphs, symbols, and equations are required.
  • The role requires maintaining accuracy and attention to detail.
  • The role requires maintaining confidentiality.

Responsibilities

  • Market Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors for employer groups ranging from 3 to 499 employees.
  • Enhance networks, relationships, and Principal Financial Group's local brand through participation in associations, industry groups, and advisor events.
  • Grow and retain a regional block of group clients through renewal analysis and negotiation, collaborative sales of additional products and services, enrollment in employer-paid and voluntary products, and assistance to brokers and employer groups with complex service issues.
  • Spend a minimum of 15–25% of time out of the office in face-to-face contact with customers and brokers, including overnight stays.

About the Company

Principal Financial Group

Offers retirement planning, life insurance, investments

Principal Financial Group provides a wide range of financial services, including retirement plans, life insurance, and investment opportunities for individuals, businesses, and institutional investors. Its products work by collecting premiums or fees and managing investments to help clients save for retirement, protect loved ones, and grow wealth over the long term. The company differentiates itself through its breadth of offerings, customized financial solutions, and flexible retirement and investment options designed to fit different needs. Its goal is to give clients financial stability and growth potential by offering planning tools, insurance protection, and investment opportunities across various markets.

Company size
10,001+
Company stage
IPO
Headquarters
Des Moines, IA
Founded
1879

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