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Director -
3 months ago
POSITION OVERVIEW Canadian Benefits Consulting Group is looking for a highly motivated leader to join a dynamic team of entrepreneurs and consulting professionals. As a Director, your focus will be to drive new business sales for Canadian Benefits Consulting Group, with a specific emphasis on providing group benefits to clients within the union environment. Your key responsibilities include building and maintaining strong relationships and centers of influence. Additionally, you will play a leadership role to the team to facilitate client retention and manage existing relationships.
- Develop and execute a comprehensive business development strategy to drive new business in the benefits space
- In partnership with the President, lead and support a team of consultants to support and drive organic growth initiatives.
- Responsible for driving new business sales to the organization within Canada through your individual pipeline as well as the company's lead generation system
- Leverage in-depth knowledge and experience working within the union environment to establish strong relationships and credibility.
- Collaborate with union representatives and leaders to tailor solutions that meet their unique needs and challenges.
- Orchestrate overall relationship with clients, which will includes: Growing adoption of change, ensuring retention, and happiness; Cement yourself as a trusted advisor with clients and drive continued value of our products and services.
- Utilize deep TPA expertise to navigate complex benefit structures, compliance requirements, and regulatory changes.
- Interact with clients and Insurance Companies to ensure the plan is operating efficiently and the client is satisfied with the service
- Stay current with industry trends, regulations, and best practices within the benefit insurance sector.
- Exhibit a leadership style that fosters a culture of innovation, creativity, accountability and collaboration to best service the client
- Collaborate with the President to drive and support the business operations through strategy, operating plan, administrative budgets and processes.
- Ensure that the client management system is successfully audited, kept up to date, and is generating reports to guide the client experience
- Prepare for and attend the quarterly business updates with key clients regarding their benefit plan(s)
- Minimum of 8+ years of advisor experience in sales of Group Benefits and/or financial products.
- A university degree in business is preferred - Bachelor degree in Business Management or B.A. Economics
- Must be LLQP (Life Licence Qualification Program) licenced
- Knowledge and experience in Underwriting would be an asset
- Strong initiative, leadership and strategic thinking abilities
- Solid analytical skills required
- Extensive experience and expertise in supporting a union environment.
- Proven client development and relationship management experience in the benefits' space.
- Exceptional communication, collaboration, and negotiation skills required to affect change and to build effective working relationships
- A track record of managing, leading, motivating, and engaging employees in a supportive and collaborative manner
- Solid knowledge and understanding of how products and services impact customer needs and develop processes to improve quality
- Ability to be a self starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word
