Eric Schlossberg Email and Phone Number
Accomplished Relationship Manager with a proven track record at Principal Life Insurance Company and Wells Fargo excelling in client engagement and relationship building. Mastered product knowledge and issue resolution, leading to significant client satisfaction and a consistent retention rate in excess of 95%. Skilled in identifying upsell opportunities, demonstrating a proactive approach and excellent communication, ensuring robust revenue growth and client trust.
Principal Financial Group
View- Website:
- principal.com
- Employees:
- 16552
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Relationship ManagerPrincipal Financial Group Jun 2021 - Present• Built and maintained relationships with new and existing clients while providing high level of expertise by providing a proactive, tailored service approach.• Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.• Enhanced client loyalty through thorough needs assessments and tailored financial strategies, resulting in a consistent 95%+ client retention rate.• Served as primary contact and resource for corporate and government clients, retirement plans and foundations in my region.• Monitored service provider operations, plan and trust compliance, benefit administration, government reporting, investment performance reviews and participant communication for employee benefit plan clients.
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Vp - Relationship Manager (Principal Purchased Wells Fargo'S Irt Group And Merger Completed 02/22)Wells Fargo Oct 1999 - Jun 2021San Diego, California, United States• Built and maintained relationships with new and existing clients while providing high level of expertise by providing a proactive, tailored service approach.• Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.• Enhanced client loyalty through thorough needs assessments and tailored financial strategies, resulting in a consistent 95%+ client retention rate.• Served as primary contact and resource for corporate and government clients, retirement plans and foundations in my region.• Monitored service provider operations, plan and trust compliance, benefit administration, government reporting, investment performance reviews and participant communication for employee benefit plan clients.
Eric Schlossberg Education Details
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General Engineering
Frequently Asked Questions about Eric Schlossberg
What company does Eric Schlossberg work for?
Eric Schlossberg works for Principal Financial Group
What is Eric Schlossberg's role at the current company?
Eric Schlossberg's current role is Institutional Retirement Relationship Manager | Trust & Custody | Defined Contribution | Defined Benefit | Non-Qualified Deferred Compensation | Building & Retaining Client Base.
What schools did Eric Schlossberg attend?
Eric Schlossberg attended United States Military Academy At West Point.
Who are Eric Schlossberg's colleagues?
Eric Schlossberg's colleagues are A.c. Muller, Dave Baumann, Clu, Chfc, Jorge Bruna Saldias, Laura Cordero Medina, Jeryl Fleming, Scott Ransom, Freeman Brenda.
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