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Account Executive
Principal Financial Group
Walnut Creek, CA, United States
Job Details - this job has expired, please see similar jobs below
Responsibilities:
The Account Executive is responsible for growing and retaining a block of group clients in the region through expert renewal analysis and negotiation, collaboratively selling additional products and services, enrolling clients in employer-paid and voluntary products and assisting brokers and employer groups with complex service issues.
Qualifications:
• Bachelor's degree or equivalent, plus a minimum of 2 years of related experience (account management experience and/or experience working directly with ancillary or medical products strongly preferred).
• Must be able to acquire and maintain all required state licenses (i.e., Life & Health License), as outlined by the Principal Financial Group within 90 days. Active Life & Health License preferred.
• Must obtain product knowledge through training and self-initiated education.
• Must be customer focused, have excellent organizational and time management, problem-solving and decision-making, and follow up and through skills.
• Strong presentation, listening, and oral/written communication skills are required as is the ability to maintain accuracy while being detailed oriented.
• A sense of urgency is a must.
• Strong computer skills in Microsoft office programs is a requirement of this role with proficiency in Excel and the ability to perform basic mathematical calculations such as percentages.
• Ability to manage multiple competing priorities.
• Skilled at presenting in a sales capacity and negotiation with internal and external customers as well as analyzing reports, data and formulas.
• Ability to maintain confidentiality is essential.
• Will spend an average of 20-40% of time out of the office in face-to-face contact with customers and brokers.
Visa Sponsorship:
This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.
AAEEO:
Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.
Interview Details:
What’s next? Innovation at its finest.
We’ll review your application and if you’re selected for an interview, you’ll receive an invite for an On-Demand Video interview. Haven’t done that before, don’t worry. We’ve got all the tips and tricks available to help you be successful. With an On-Demand Video Interview, you can add your own flair and personality – at your pace.
Be sure to check your email frequently. We’ll communicate our decisions through the email address used on your online profile. If you receive an email from Principal Talent Team, you’ve been selected to begin your video interview and have a set time to submit once you log in.