Onboarding Consultant - Group Benefits (Baltimore or Philadelphia)
Job title: Onboarding Consultant - Group Benefits (Baltimore or Philadelphia) in Columbia, MD at Principal Financial
Company: Principal Financial
Job description: What You'll Do:Are you passionate about delivering outstanding customer experiences and driving business growth through strategic onboarding? Join our Benefits & Protection team as an Onboarding Consultant and help craft the first impression clients have of our organization. You'll act as a trusted advisor to internal and external partners while tailoring onboarding strategies that promote member engagement and long-term client success.The Onboarding Consultant plays a pivotal role in revenue growth by crafting and delivering a personalized onboarding experience. This includes recommending enrollment strategies, encouraging member participation, and fostering meaningful client connections. The role also supports internal and external partners with creative solutions, effective communication, and expert consultation.Key Responsibilities
Improve Customer Success: Lead a consultative onboarding experience, delivering strategic insights to increase voluntary participation and improve premium growth.
Build Trusted Relationships: Collaborate with sales teams to understand client needs, strengthen broker and customer partnerships, and serve as a go-to resource throughout onboarding.
Ensure Seamless Implementation: Lead onboarding activities from kickoff to handoff, coordinating internally and externally to deliver a smooth, high-touch client experience.
At PrincipalÂŽ, we help people and companies around the world build, protect, and advance their financial well-being. Our people-centered approach ensures we always put clients firstâby building meaningful relationships and delivering solutions that work.Join a team that values innovation, integrity, and impact. Help us build stronger onboarding experiences and long-term partnerships. Apply today and make a difference! Who You Are:
Bachelors degree or 8 years of equivalent experience required
3+ years of related experience in group benefits services, marketing or sales
Resident Life and Health appointment must be attained within 90 days of employment; must obtain and maintain all required non-resident licenses
Broad understanding of insurance operations, products, and marketing concepts
Strong organizational, time management, and problem-solving skills
Excellent verbal and written communication skills
Ability to build and maintain effective relationships and motivate stakeholders
Self-directed with the ability to work independently
Travel will be mostly day travel with approximately 5% being overnight stays
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: $31.73 - $43.37 / hour Time Off Program: Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible: Yes Additional Information:Work ArrangementThis role offers the ability for a hybrid (blending both office and remote work in a typical workweek) work arrangements. You will be required to go into the office on Wednesdays, the first three weeks of the month, however there could be additional days, as needed. Management reserves the right to adjust the days required in office.LocationThis role will be filled in the Baltimore, MD or Philadelphia, PA locations.Work Authorization/SponsorshipAt this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)andInvestment Code of EthicsFor Principal Global Investors positions, youâll 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 PrincipalWhile 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 â individually and all of us together. Explore our , and why to grow your career.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 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): 5/20/2025 Latest Post Date: Careers - US: 5/20/2025
Expected salary:
Location: Columbia, MD
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Company: Principal Financial
Job description: What You'll Do:Are you passionate about delivering outstanding customer experiences and driving business growth through strategic onboarding? Join our Benefits & Protection team as an Onboarding Consultant and help craft the first impression clients have of our organization. You'll act as a trusted advisor to internal and external partners while tailoring onboarding strategies that promote member engagement and long-term client success.The Onboarding Consultant plays a pivotal role in revenue growth by crafting and delivering a personalized onboarding experience. This includes recommending enrollment strategies, encouraging member participation, and fostering meaningful client connections. The role also supports internal and external partners with creative solutions, effective communication, and expert consultation.Key Responsibilities
Improve Customer Success: Lead a consultative onboarding experience, delivering strategic insights to increase voluntary participation and improve premium growth.
Build Trusted Relationships: Collaborate with sales teams to understand client needs, strengthen broker and customer partnerships, and serve as a go-to resource throughout onboarding.
Ensure Seamless Implementation: Lead onboarding activities from kickoff to handoff, coordinating internally and externally to deliver a smooth, high-touch client experience.
At PrincipalÂŽ, we help people and companies around the world build, protect, and advance their financial well-being. Our people-centered approach ensures we always put clients firstâby building meaningful relationships and delivering solutions that work.Join a team that values innovation, integrity, and impact. Help us build stronger onboarding experiences and long-term partnerships. Apply today and make a difference! Who You Are:
Bachelors degree or 8 years of equivalent experience required
3+ years of related experience in group benefits services, marketing or sales
Resident Life and Health appointment must be attained within 90 days of employment; must obtain and maintain all required non-resident licenses
Broad understanding of insurance operations, products, and marketing concepts
Strong organizational, time management, and problem-solving skills
Excellent verbal and written communication skills
Ability to build and maintain effective relationships and motivate stakeholders
Self-directed with the ability to work independently
Travel will be mostly day travel with approximately 5% being overnight stays
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: $31.73 - $43.37 / hour Time Off Program: Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible: Yes Additional Information:Work ArrangementThis role offers the ability for a hybrid (blending both office and remote work in a typical workweek) work arrangements. You will be required to go into the office on Wednesdays, the first three weeks of the month, however there could be additional days, as needed. Management reserves the right to adjust the days required in office.LocationThis role will be filled in the Baltimore, MD or Philadelphia, PA locations.Work Authorization/SponsorshipAt this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)andInvestment Code of EthicsFor Principal Global Investors positions, youâll 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 PrincipalWhile 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 â individually and all of us together. Explore our , and why to grow your career.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 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): 5/20/2025 Latest Post Date: Careers - US: 5/20/2025
Expected salary:
Location: Columbia, MD
Apply for the job now!
Apply Now