Relationship Manager – Business Plan Management Team

What You’ll Do

Drive business growth, retention, and plan health by serving as a strategic partner to employers, financial professionals, and internal stakeholders.
Plan Management & Growth, Retention and Opportunity Identification – Manage and oversee employer-sponsored and employer-owned insurance plans, conducting ongoing reviews to optimize plan performance, strengthen retention, identify cross‑sell and upsell opportunities, and support territory and regional sales goals.
Relationship Management & Communication – Serve as a trusted advisor to plan sponsors, financial professionals, office staff, and internal partners by providing plan design consultation, business planning support, product expertise, training, and best‑practice guidance to enhance customer outcomes and satisfaction.
Issue Resolution & Complex Problem Solving – Lead the resolution of complex customer, compliance, regulatory, tax, audit, and service‑related issues while partnering across teams to ensure accurate, timely, and seamless support for insurance‑related processes and plan administration.
Training, Leadership, and Internal Partnerships – Contribute to strategic initiatives, presentations, and cross‑functional projects while providing training, mentorship, and consultation that strengthens team capabilities, improves business processes, and supports overall business results.
Who You Are

Bachelor’s degree in business, finance, insurance, or related field, or equivalent experience.
3+ years of experience in insurance, financial services, or related client‑facing roles.
Strong understanding of individual life and disability insurance and foundational employer‑sponsored/owned plan concepts.
Demonstrated ability to manage client relationships in a multi‑stakeholder environment.
Ability to resolve moderately complex issues with limited supervision.
Strong verbal and written communication skills, including comfort with client calls and explaining plan concepts.
High attention to detail with strong organization and documentation skills.
Ability to manage multiple cases and prioritize effectively.
Strong analytical skills with the ability to interpret plan information and policy performance.
Active Life & Health, FINRA Series 6 & Series 63 licenses.
Overnight travel may be required on a limited basis.
Salary Range

Targeted base salaries: $84,600 – $152,400 per year. Non‑sales positions participate in a bonus program. Sales positions may be eligible for incentives and bonus plans. Compensation depends on location, experience, education, licensure, and skill level.
Wichita, KS : $84,600 – $114,300 per year
Des Moines, IA : $89,300 – $120,650 per year
Charlotte, NC : $94,000 – $127,000 per year
Chicago / Minneapolis : $103,400 – $139,700 per year
Los Angeles / New York City : $112,800 – $152,400 per year
Benefits & Time Off

Flexible Time Off (FTO) for salaried employees allows paid vacation, personal or short‑term illness time. Employees do not accrue a bank of time off. Pension Eligible: Yes.
Work Environment

Hybrid (at least three office days in a typical workweek), in‑office, or remote arrangements (only if residing more than 30 miles from Des Moines, IA, Charlotte, NC, and Raleigh, NC).
Work Authorization

Currently not considering applicants requiring immigration sponsorship. Applicants must have current U.S. work authorization.
Code of Ethics

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.
Equal Opportunity Employer

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.

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