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Director - Canadian Benefits Consulting Group
4 months ago
POSITION OVERVIEW
Canadian Benefits Consulting Group, a Navacord Partner, 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.
RESPONSIBILITIES :
•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)
Requirements:
•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
Canadian Benefits Consulting Group is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
