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Bilingual Client Relationship Executive
3 months ago
What you will do
- The highest level of technical expertise in the Group Retirement Savings industry.
- Full accountability of the client relationship including plan design, pricing, legislative, governance and investment discussions
- Creating and maintaining an annual business plan.
- Ensure persistency and execution targets are met, and effectively highlight areas of opportunity and growth using data analytics.
- Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned to clients' needs.
- Provide direct input into communication and education strategies.
- Negotiate and influence both internal and external customers to meet clients needs and expectations.
- Meets with various teams with the client on a monthly/quarterly basis (i.e., governance committee, HR team, Finance, communications team, etc.).
- Lead and handle project management and implementation, marketing, communication projects, changes to HRIS or other systems
- Participates in head office advisory field committees and other national projects including digital lab involvement
- Actively participate in the sales process by contributing to RFP responses, attending short list presentations to describe processes and key services offered
- Is a peer resource for other team members and is heavily involved in their training and development.
What you will bring
- Minimum 69 years' experience in the Group Retirement services industry
- Postsecondary education in a related field demonstrating knowledge and understanding of business principles
- Highly skilled in networking and building connections
- A career progression that demonstrates a strong understanding of group retirement customers, products, and processes along with success in servicing a large customer base
- Highly adaptable, driven to be your best, and proven initiative
- 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 selfmanagement, prioritization and success meeting tight deadlines and follow though
- 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 Consultants
- Ability to work closely with the sales team and the 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
- The base salary for this position is between
$82,800: - $137,900 **annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.-
- Be your best at Canada Life
- Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
- You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
- Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where ev
