Assistant Director - Account Management (Group Benefits) | REMOTE Opportunity within No Cal, Portland, or Seattle

Principal Financial

  • Walnut Creek, CA Lake Oswego, OR
  • $109,000-129,000 per year
  • Permanent
  • Full-time
  • 29 days ago
Job Description:What You'll DoThe Associate Director of Account Management will lead a team of Client Relationship Consultants in our Group Benefits space. This is a leadership development opportunity where you will collaborate with other leaders in the region to lead, manage and develop an Account Management team. In addition, this role partners with the Sales Reps to achieve office sales and retention goals. This role takes a very “hands on” approach and needs to be willing to take very tactical actions to get things done. The successful incumbent is comfortable both leading and influencing the team. Along with leading a team, you will maintain a block of business, meeting retention and profitability goals.Here are a few examples of things you’ll do:
  • Frame problems and solutions from a broad, strategic perspective.
  • Develop competencies needed to be a strong leader.
  • Define expectations, establish goals, and mentor the team.
  • Assist your team on sophisticated service issues, negotiations, retention, and renewals.
  • Collaborate with the sales team on additional products and services.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!Who You Are
  • 6+ years of group benefits account management experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2 + years of direct management or leadership experience strongly preferred
  • Must be able to acquire and maintain a Life/Health license within 90 days (active license preferred)
  • Advanced knowledge of industry products required
  • Ability to develop relationships and motivate team behavior
  • Must have excellent persuasion, organizational, problem solving, decision making, time management, presentation, listening and oral and written communication skills, as well as advanced analytical skills
  • Must be able to maintain accuracy while being detail oriented
  • Ability to maintain confidentiality is essential
  • Travel required (20% - 40%), including overnight stays
Salary Range InformationSalary 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)$109000 - $129000 / yearTime Off ProgramFlexible 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 EligibleYesAdditional InformationLocation(s)Preference is for the role to be based in Northern California, however we’re willing to consider talent in Seattle and Portland as well. This role will work remotely from within the territory and will report into the office periodically.Work Authorization/SponsorshipAt this time, we're not considering applicants 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.andInvestment Code of EthicsFor 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.Experience PrincipalAt Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our to learn more about our purpose, values and benefits.Principal is an Equal Opportunity EmployerAll 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 WindowWe 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.Original Posting Date8/5/2025Most Recently Posted Date8/6/2025

Principal Financial