Onboarding Consultant

What You'll Do Positively contribute toward revenue growth through a customized onboarding experience that includes recommending a tailored enrollment strategy, driving member participation and encouraging meaningful connections. Provides outstanding service, including creative solutions for client needs and key communication updates to all parties involved. Acts as a consultant to internal and external partners. Improve Customer Outcomes (Premium Growth): Use a proactive and consultative approach to lead the customer experience by providing expertise for enrollment solutions. Consult on planning and creative ways to increase voluntary participation. Encourage long-term engagement with our customers that results in repeat business and referrals. Encourage innovation and adaptation to meet evolving customer needs. Relationship and Business Development: Strengthen the local approach and the benefits it offers customers by continuously building connections, working both autonomously and alongside the sales team. Encourage transparent and efficient communication with internal and external clients. Recognize patterns and customer needs to direct the creation of new products or services. Establish and maintain solid broker relationships while presenting oneself as a reliable industry authority. Management of Onboarding: Maintain an organized approach to task management to ensure smooth workflows. Effectively communicate the scope of work, deliverables and timelines to external customers. Collaborate with team members to ensure seamless transitions of tasks and deliverables. Lead the onboarding process for new clients, ensuring a successful and positive relationship. Onboarding Meetings/Client Contact: Participate in finalist presentations to showcase our solutions for voluntary business growth. Review and gather all necessary information to tailor the onboarding call to the client's needs while anticipating potential needs. Improve member engagement by encouraging effective customer communication and promoting employee education initiatives. Provide expert knowledge on products and onboarding capabilities. Be a subject matter expert of sold proposals and communicate the impact of policy provisions to customers. Customer Experience: Ensure clients receive high-quality service and are responsible for the overall customer experience. Build partnerships by demonstrating integrity and mutual respect. Act as the primary onboarding contact for our customers, ensuring consistent and effective communication with all parties. Serve as an introduction point for clients to other departments, helping them connect with the right teams to support their needs post-onboarding. Perform other job-related duties and special projects as assigned. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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 Bachelor's degree or equivalent experience, plus 3+ years of related experience in group benefits services, marketing or sales required Must acquire Life & Health licenses within 3 months and apply for required non-resident licenses Must maintain licenses by meeting continuing education requirements Requires broad understanding of insurance operations, products, and concepts with the ability to implement marketing strategies and systems Requires strong planning, organizational, problem-solving and time management skills with the flexibility to adjust to changing priorities Requires strong verbal and written communication skills along with the ability to build meaningful relationships and encourage producer behavior Must be self-directed with little direction from management Some travel may be required including overnight stays (5%) 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $32.79 - $44.42 / 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 Location Chicagoland area - Hybrid Work Environments This role offers in-office and hybrid work arrangements (blending at least three office days in a typical workweek). Work Authorization/Sponsorship At this time, we are not considering applicants who require any type of immigration sponsorship. This applies to both current and future work authorization in the United States. This includes, but is not limited to, F1-OPT, F1-CPT, H-1B, TN, L-1, and J-1 visas. For more information about work authorization, please see the links provided. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Ethical Guidelines For Principal Asset Management roles, you must adhere to an Investment Code of Ethics covering personal and business behavior. This also includes personal trading activities for you and your household members. Similar rules might apply to other jobs within the company. Experience Principal At 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 outstanding 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 careers site to learn more about our purpose, values and benefits. 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. 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. Original Posting Date 5/28/2026 Most Recently Posted Date 5/28/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

Bachelor's degree or equivalent experience, plus 3+ years of related experience in group benefits services, marketing or sales required Must acquire Life & Health licenses within 3 months and apply for required non-resident licenses Must maintain licenses by meeting continuing education requirements Requires broad understanding of insurance operations, products, and concepts with the ability to implement marketing strategies and systems Requires strong planning, organizational, problem-solving and time management skills with the flexibility to adjust to changing priorities Requires strong verbal and written communication skills along with the ability to build meaningful relationships and encourage producer behavior Must be self-directed with little direction from management Some travel may be required including overnight stays (5%)

Positively contribute toward revenue growth through a customized onboarding experience that includes recommending a tailored enrollment strategy, driving member participation and encouraging meaningful connections. Provides outstanding service, including creative solutions for client needs and key communication updates to all parties involved. Acts as a consultant to internal and external partners. Improve Customer Outcomes (Premium Growth): Use a proactive and consultative approach to lead the customer experience by providing expertise for enrollment solutions. Consult on planning and creative ways to increase voluntary participation. Encourage long-term engagement with our customers that results in repeat business and referrals. Encourage innovation and adaptation to meet evolving customer needs. Relationship and Business Development: Strengthen the local approach and the benefits it offers customers by continuously building connections, working both autonomously and alongside the sales team. Encourage transparent and efficient communication with internal and external clients. Recognize patterns and customer needs to direct the creation of new products or services. Establish and maintain solid broker relationships while presenting oneself as a reliable industry authority. Management of Onboarding: Maintain an organized approach to task management to ensure smooth workflows. Effectively communicate the scope of work, deliverables and timelines to external customers. Collaborate with team members to ensure seamless transitions of tasks and deliverables. Lead the onboarding process for new clients, ensuring a successful and positive relationship. Onboarding Meetings/Client Contact: Participate in finalist presentations to showcase our solutions for voluntary business growth. Review and gather all necessary information to tailor the onboarding call to the client's needs while anticipating potential needs. Improve member engagement by encouraging effective customer communication and promoting employee education initiatives. Provide expert knowledge on products and onboarding capabilities. Be a subject matter expert of sold proposals and communicate the impact of policy provisions to customers. Customer Experience: Ensure clients receive high-quality service and are responsible for the overall customer experience. Build partnerships by demonstrating integrity and mutual respect. Act as the primary onboarding contact for our customers, ensuring consistent and effective communication with all parties. Serve as an introduction point for clients to other departments, helping them connect with the right teams to support their needs post-onboarding. Perform other job-related duties and special projects as assigned. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!