Description:
Reporting to the Regional Manager, this role focuses on developing strong relationships through proactive servicing of group retirement plan customers and in our region, participating in finalist presentations, and working with a team to implement new sales. Being able to work independently and as part of a team to build strong customer relationships is the key to success in this role. By focusing on the needs of our customers and building their trust you will grow our group retirement business through the retention of customer assets, increasing plan membership and contributions as well as transfer new assets from other financial institutions. This full-time opportunity is a great way to build on your group retirement and customer service expertise as part of a team dedicated to improving the physical, mental and financial well-being of Canadians.
What you will do
- Creating and executing an annual service plan to proactively service a defined block of customers
- Developing customized project plans for new case implementations
- Responding to general and technical questions regarding plan operation and legislation from plan administrators, advisors and consultants pertaining to all types of group retirement products including; RRSP, DPSP, RPP, IPP and RRIF.
- Developing and delivering presentations for use with group customers and plan members
- Working closely with the Communication & Education Manager to ensure appropriate educational sessions and communications are provided to customers
- Identifying customer needs and growth opportunities and providing appropriate products and solutions
- Introducing new product and service enhancements
What you will bring
- Highly adaptable, driven to be your best, and proven initiative.
- A career progression that demonstrates a strong understanding of group retirement customers, products and processes along with success in servicing a large customer base
- Post-secondary education in a related field demonstrating knowledge and understanding of business principles
- Minimum 5 years’ experience in the financial services industry
- Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
- Proficiency with MS Office programs (Word, Excel & PowerPoint)
- Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines
- Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
- Strong presentation skills
- Demonstrated ability to build strong relationships with Clients and Advisors
- RPA Designation (CEBS Program)
- Ability to work closely with the sales team including finalist sales presentations
- Comfort working independently and as part of a larger team
- Valid driver’s license and vehicle are necessary due to the travel requirements