Senior Group Retirement Consultant

3 weeks ago

Etobicoke ON, Canada Jones DesLauriers Blevins Insurance Group Full time

Benefit from joining our growing team

We are hiring a Senior Group Retirement Consultant in our Toronto office.

The Senior Group Retirement Consultant will oversee the service, management, and execution of a book of business. This role also involves supporting the acquisition of new business. It necessitates a high level of independent discretion, autonomy, and decision-making based on industry expertise to offer professional guidance, expertise, and service to clients. Building professional and collaborative relationships with carrier representatives, business partners, and colleagues is also important.

The primary objective of this role is to work closely with the team to enhance and maintain client retention and foster business growth. The ideal candidate should be highly motivated, capable of working in a dynamic, time-sensitive environment, and comfortable in a client-facing role. Additionally, owning a vehicle and holding a valid driver’s license is a requirement.

Responsibilities:

  • Manage an existing block of group retirement benefit clients
  • Manage the relationship between clients, administrators and insurance providers
  • Lead client meetings (quarterly and annual reviews)
  • Proactively communicate recommendations for plan improvements and educate clients on the most beneficial trends for their business, including industry benchmark reviews
  • Conduct annual plan design analysis and adherence to Capital Accumulation Guidelines
  • Counsel clients on decision making and planning
  • Conduct employee education meetings
  • Conduct Market reviews & Plan transfers, including management of asset transition from one carrier to the other
  • Liaise between the client and the insurer on major claims issues; plan questions, etc.
  • Collaborate with other Senior Group Retirement consultants on the team
  • Support, mentor, and train assigned Account Representatives, as necessary
  • Market/solicit new business, meeting annual sales targets
  • Develop CIO’s, creating ongoing prospect pipelines
  • Work with benefit advisors to drive cross-sell on existing clients
  • Develop client relationship and introduce other team members

Other Duties as Assigned

Qualification Competencies:

  • Demonstrated ability to coordinate a high level of activity in dynamic and fast-paced environment
  • Ability to develop new client contacts and establish new business for the firm
  • Understand the client’s perspective and priorities
  • Exceptional customer service skills
  • Ensure quality control and service standards are attained with every transaction
  • Display flexibility and adapts positive skills in a constantly changing environment
  • Possess a positive attitude and works well as a member of a team
  • Excellent communication, project management, presentation and negotiation skills
  • Strong leadership and team building skills
  • Excellent problem solving and conflict resolution skills
  • A self-starter who shows appropriate level of initiative and creativity
  • Strong creative and analytical skills

Education:

  • Must have a valid Life Insurance License (LLQP)
  • Completion of the Certified Employee Benefits Specialist designation an asset
  • Completion of Certified Financial Planner Designation an asset
  • College or university graduate, or equivalent business experience

Experience:

  • Minimum five years’ experience within the group retirement insurance industry, preferably within a management or consultant role, with client facing experience.
  • Sound understanding of and experience working with group retirement plans including pensions, RRSPs, DPSPs and IPPs
  • Proven client development skills
  • Strength in application of computer skills; including Word, Excel; PowerPoint and Outlook
  • Strength in quality, detail-orientation and mathematical aptitude
  • Commitment to life-long-learning
  • Bilingual, French and English an asset

Company Description

The Jones DesLauriers Blevins Insurance Group of Companies (The JDB Group) is a leading provider of Group Benefits and Retirement solutions. We stand apart from traditional brokers by adding expertise in Disability Management and Plan Administration to our total service offering. We work with financial and HR leaders across Canada to deliver cost effective solutions that attract and retain employees, manage risk and foster a thriving culture.

The JDB Group is comprised of Jones DesLauriers Blevins, Schuster Boyd McDonald, Canadian Injury Management Services, Belmont Health & Wealth, JDB Haddad and Haigh Financial Group. We have national presence with offices located in Toronto (ON), Barrie (ON), Sudbury (ON), Dartmouth (NS), Saint John (NB) and Saskatoon (SK).

Hybrid Model

Our hybrid working model welcomes employees to be placed on a two-week schedule, whereby the employee works Monday, Wednesday and Friday the first week and Tuesday and Thursday the second week.

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