PF
What You'll Do
In our Client Service team, this role develops deep relationships with plan sponsors, trustees, consultants/advisors and third-party stakeholders that are in our Large Market space. This person has responsibility for the retention, strategic growth, and management of client relationships in a manner that aligns with Principal’s growth, revenue, and profitability goals for the segment assigned. Majority of clients assigned are in the large market service model and may come with an industry specialization. Strategically partners with the client, advisor, other external client partners along with internal service and support team members to drive plan sponsor and participant outcomes. Shares innovative ideas inside the organization to promote best practices and create increased value for the larger client block.
• Partner with assigned large market clients to build a strategic plan which helps them meet their plan objectives by providing consultation, and solution-based re ...