National Cada Client Service Specialist

3 weeks ago

Toronto, Canada The Canada Life Assurance Company Full time

Base + Comm

Are you interested in taking on an exciting role responsible for the national marketing, promotion and communication for one of group’s largest accounts, Canadian Automotive Dealers Association (CADA). Do you want or are looking for an opportunity that gives you a high degree of client contact, advisor contact and contact with Group Offices across the country?

This role is ideal for a self-starter and goal-oriented individual, with strong influencing and sales skills. This unique role offers you the opportunity to drive your compensation due to a significant bonus structure based on meeting the annual sales and dealer retention objectives. The role offers excellent advancement opportunities including a career in management.

**Accountabilities**:
Accountable for supporting CADA 360 sales, financial and service results - balanced scorecard; sales/profitability, persistency, # of plans, lives, service and positive reserve position.
- Develop and implement an annual plan with specific strategies and tactics to grow the plan and taking into account client requirements for the coming year;
- Monitor new business investment including recommendations ways to enhance sales
- Review/monitor historical sales results, close ratios, natural growth, establishing prospective sales/premium, persistency, etc. with regular review with client

Foster a client centered culture: Maintain strong relationship and collaboration with the client and their advisors on an ongoing basis; Develop and maintain strong relationships with lead CADA account managers across the country.

Advisor Network and relationship support for an exclusive advisor network of some of the largest most successful advisor firms in Canada:

- Provide information and education to CADA and potential CADA advisors on the plan;
- Provide support and advice to CADA advisors on marketing opportunities within their current block of dealer clients.

Strategic and tactical meeting participation on product design, pricing, regional distribution and national marketing strategies.
- Project management: assist in development and implementation of national product launches, creating positioning and compelling marketing strategies and tactics to promote service support programs with CADA, the CADA marketing team and CADA National Account Manager.
- Strategic planning: meet with CADA leaders on a monthly basis, review results and determine any strategic initiatives that will assist with sales and retention growth.
- Meeting planning and participation: prepare and participate in regular CADA meetings, Dealer Trustee Committee and Advisory Council meetings.
- Liaison between CADA and Head Office departments: maintain connections with CADA, dealers, advisors as well as the sales and service team, assist with meetings and promotions.
- National service responsibilities: provide support to the national service team through development of training and resources, communications and just-in-time reference and support to inquiries.
- Service new and inforce groups: maintain and support a small block of clients which includes finalist meetings, training, employee meetings and promotions of new offerings.

**What you will bring**:

- Business related degree or equivalent combination of education and experience.
- A high degree of commitment and professionalism is expected including the attainment of professional industry-related designations such as the completion of the Certificate in Group Benefits in the Certified Employee Benefit Specialist program, or equivalent plus any legislative requirements.
- Extensive knowledge and experience in group products and services, underwriting, sales process and distribution.
- Strong team player and field-focused with excellent relationship management skills; engaging and enthusiastic including an ability to build rapport and relationships that require an outgoing, poised and persuasive communication style.
- Strong leadership, influencing and sales skills; goal-oriented, self-assured and confident with a particular focus on achieving results that align with strategic goals
- Strong mathematical and analytical skills
- Decision-making and problem-solving that is focused on implementing practical, timely solutions - getting things done quickly and an ability to handle a variety of activities
- A quick and thorough learner who can adapt to changing conditions and the ability to work and act independently.
- Fluency in French will be considered an asset

**Eligibility Requirements**:

- The position will be located in Winnipeg or Toronto but other locations will be considered, and will require travel to other parts of the country on CADA plan business.

The base salary for this position is between **$54,500****:

- $81,800** 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 r

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