Service Representative

2 months ago


Quebec City, Canada Beneva Full time

Job Posting Title:
Service Representative - Individual Sector, Individual Pension Plans (IPPs) and Private Wealth Management

Status:
Regular

**Job Description**:
Comme représentant(-e) de service - secteur institutionnel, régime de retraite individuels et gestion privée relève du directeur principal - Ventes institutionnelles, RRI et gestion privée. Votre rôle consiste à accomplir les tâches nécessaires au maintien d’une relation privilégiée avec la clientèle et de soutenir la direction principale ainsi que la clientèle de ce réseau.

Vous vous réaliserez dans les fonctions suivantes:
- Maîtriser les lois et règlements relatifs aux produits institutionnels, gestion privée et RRI et les systèmes de gestion ainsi que la documentation qui les supportent.- Rencontrer les participants de régimes de retraite collectifs à l’approche de la retraite pour leur proposer de transférer les actifs de leur régime dans les produits de décaissement collectifs offerts par SSQ.- Rencontrer les participants de régimes de retraite collectifs à l’approche de la retraite pour leur proposer de transférer leurs autres actifs dans les produits d’épargne collective ou d’épargne individuelle de SSQ.- Préparer, de concert avec les autres membres de l’équipe, des planifications de retraite pour les participants de régimes de retraite collectifs qui le demandent.- Préparer la documentation nécessaire et organiser le transfert des actifs des participants de régimes de retraite collectifs vers les produits d’épargne collective ou d’épargne individuelle offerts par SSQ.- Participer avec un directeur de comptes ou le directeur principal aux assemblées annuelles des régimes de retraite pour lesquels nous offrons un produit de décaissement collectif.- Répondre aux demandes courantes des participants de régimes de retraite collectifs qui seront devenus clients en adhérant à un produit d’épargne collective ou CIG individuels offert par SSQ.- Appuyer notre département administratif, les conseillers externes avec les représentants des ventes SSQ pour l’implantation des régimes de retraite individuels (RRI).- Appuyer notre département administratif et les représentants des ventes SSQ pour l’implantation de nouveaux cas de gestion privée.- Appuyer les autres membres de l’équipe dans des tâches de nature administrative relatives aux clientèles institutionnelles, de gestion privée et de RRI.- Promouvoir l’image et le professionnalisme de la Société et la qualité de nos produits, services et procédés.- Acquérir les unités de formation continue nécessaires au maintien de ses permis de conseiller en rentes collectives et de conseiller en sécurité financière.

Vos talents et qualifications:
- Détenir un baccalauréat en administration, option marketing ou l’équivalent.- Cinq (5) ans dans le domaine des produits financiers.- Détenir les permis de conseiller en rentes collectives et de conseiller en sécurité financière.- Démontrer une grande capacité pour les communications verbales et écrites.- Démontrer un grand sens du service à la clientèle.
- Une carrière dans une entreprise où la collaboration et la diversité des expertises sont mises à l’avant-plan vous intéresse ? Joignez-vous à notre grande équipe composée de plus de 5 000 employés bienveillants_

LI-Hybrid

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- Purpose :_
- True to its purpose, Beneva places people at the heart of its actions and contributes to the well-being of the community. It accompanies its clients in all stages of their lives, both for their insurance and for their financial services._

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