Eric Schlossberg
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Eric Schlossberg Email & Phone Number

Institutional Retirement Relationship Manager | Trust & Custody | Defined Contribution | Defined Benefit | Non-Qualified Deferred Compensation | Building & Retaining Client Base at Principal Financial Group
Location: Ramona, California, United States 2 work roles 1 school
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Current company
Principal Financial Group
Role
Institutional Retirement Relationship Manager | Trust & Custody | Defined Contribution | Defined Benefit | Non-Qualified Deferred Compensation | Building & Retaining Client Base
Location
Ramona, California, United States
Company size
16552 employees

Who is Eric Schlossberg? Overview

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Quick answer

Eric Schlossberg is listed as Institutional Retirement Relationship Manager | Trust & Custody | Defined Contribution | Defined Benefit | Non-Qualified Deferred Compensation | Building & Retaining Client Base at Principal Financial Group, a company with 16552 employees, based in Ramona, California, United States. AeroLeads shows a matched LinkedIn profile for Eric Schlossberg.

Eric Schlossberg previously worked as Relationship Manager at Principal Financial Group and VP - Relationship Manager (Principal purchased Wells Fargo's IRT Group and merger completed 02/22) at Wells Fargo. Eric Schlossberg holds Bachelors Of Science, General Engineering from United States Military Academy At West Point.

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Principal Financial Group

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About Eric Schlossberg

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.

Current workplace

Eric Schlossberg's current company

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Principal Financial Group
Principal Financial Group
Institutional Retirement Relationship Manager | Trust & Custody | Defined Contribution | Defined Benefit | Non-Qualified Deferred Compensation | Building & Retaining Client Base
des moines, iowa, united states
Website
principal.com
Employees
16552
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2 roles

Eric Schlossberg work experience

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Relationship Manager

Current
Principal Financial Group
  • 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.
Jun 2021 - Present

Vp - Relationship Manager (Principal Purchased Wells Fargo'S Irt Group And Merger Completed 02/22)

Wells Fargo

San 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.
Oct 1999 - Jun 2021
Team & coworkers

Colleagues at Principal Financial Group

Other employees you can reach at principal.com. View company contacts for 16552 employees →

TW Traci W Traci W Colleague at Principal Financial GroupGowrie, Iowa, United States, United States View → MC Marcos C Guzmán Años Marcos C Guzmán Años Colleague at Principal Financial GroupMexico City, Mexico, Mexico View → GT Gene Tournour Gene Tournour Colleague at Principal Financial GroupNew York City Metropolitan Area, United States View → ET Eddie Tan Eddie Tan Colleague at Principal Financial GroupSan Francisco, California, United States, United States View → SP Scott Powhida, Cfp® Scott Powhida, Cfp® Colleague at Principal Financial GroupLatham, New York, United States, United States View → AS Archita Singh Archita Singh Colleague at Principal Financial GroupPune, Maharashtra, India, India View → GW Gaby Wills Gaby Wills Colleague at Principal Financial GroupWayne, Pennsylvania, United States, United States View → ZA Zalihuddin Abdul Rahman Zalihuddin Abdul Rahman Colleague at Principal Financial GroupSelangor, Malaysia, Malaysia View → GA Gary Alessio Gary Alessio Colleague at Principal Financial GroupPolk City, Iowa, United States, United States View → SP Staci Perpich Staci Perpich Colleague at Principal Financial GroupSt Paul, Minnesota, United States, United States View →
1 education record

Eric Schlossberg education

FAQ

Frequently asked questions about Eric Schlossberg

Quick answers generated from the profile data available on this page.

What company does Eric Schlossberg work for?

Eric Schlossberg works for Principal Financial Group.

What is Eric Schlossberg's role at Principal Financial Group?

Eric Schlossberg is listed as Institutional Retirement Relationship Manager | Trust & Custody | Defined Contribution | Defined Benefit | Non-Qualified Deferred Compensation | Building & Retaining Client Base at Principal Financial Group.

Where is Eric Schlossberg based?

Eric Schlossberg is based in Ramona, California, United States while working with Principal Financial Group.

What companies has Eric Schlossberg worked for?

Eric Schlossberg has worked for Principal Financial Group and Wells Fargo.

Who are Eric Schlossberg's colleagues at Principal Financial Group?

Eric Schlossberg's colleagues at Principal Financial Group include Traci W, Marcos C Guzmán Años, Gene Tournour, Eddie Tan, and Scott Powhida, Cfp®.

How can I contact Eric Schlossberg?

You can use AeroLeads to view verified contact signals for Eric Schlossberg at Principal Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Eric Schlossberg attend?

Eric Schlossberg holds Bachelors Of Science, General Engineering from United States Military Academy At West Point.

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