Relationship Manager (Group Benefits) Position Available In Mecklenburg, North Carolina

Relationship Manager (Group Benefits) Principal Financial Group – 3.8 Charlotte, NC Job Details Full-time $91,000 – $123,000 a year 10 hours ago Qualifications Financial analysis 8 years Analysis skills Bachelor’s degree Computer skills Senior level Account management Leadership Communication skills Time management

Full Job Description 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. Is this you? !

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 20% 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:

$91000 – $123000 / year

Time Off Program:

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.

Pension Eligible:

Yes Additional Information:

Location This role will support our Charlotte SC sales office. Work Authorization/Sponsorship At this time, we’re not considering candidates 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 includes, but

IS NOT LIMITED TO

F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors 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. Experience Principal While our expertise spans the globe, we’re bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career. Principal is an Equal Opportunity Employer 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.

Posting Window:

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 4/25/2025

Latest Post Date:

Careers –

US:

4/25/2025