Group Retirement Consultant

6 months ago

Etobicoke, Canada Jones DesLauriers Blevins Full time

_Benefit from joining our growing team_

We are hiring a Group Retirement Consultant in our Toronto office.

The Group Retirement Consultant leads the overall service, management, and implementation of a book of business. They are also responsible for supporting the acquisition of new business. The job requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service to clients, professional and collaborative relationships with carrier representatives, business partners, and colleagues.

The primary objective of this role is to work collaboratively with your team, and to maintain client retention.

**Responsibilities**:

- Manage an existing block of group retirement benefit clients
- Manage the relationship between clients, administrators and insurance providers
- Lead client meetings (quarterly and annual reviews)
- Proactively communicating recommendations for plan improvements and educating clients on the most beneficial trends for their business, including industry benchmark reviews
- Annually conduct plan design analysis and adherence to Capital Accumulation Guidelines
- Counsel clients on decision making and planning
- Conduct employee education meetings
- Conduct Market reviews & Plan transfers, including management of asset transition from one carrier to the other
- Liaise between the client and the insurer on major claims issues; plan questions, etc.
- Support, mentor, and train assigned Account Representatives, as necessary
- Market/solicit new business, meeting annual sales targets
- Develop CIO’s, creating ongoing prospect pipelines
- Work with benefit advisors to drive cross-sell on existing clients
- Develop client relationship and introduce other team members

**Other Duties as Assigned**

**Qualification Competencies**:

- Demonstrated ability to coordinate a high level of activity under a variety of conditions and constraints
- Ability to develop new client contacts and establish new business for the firm
- Understands the client’s perspective and priorities
- Excellent customer service skills
- Ensure that quality control and service standards are attained with every transaction
- Displays flexibility and adapts positive skills in a constantly changing environment
- Possesses a positive attitude and works well as a member of a team
- Excellent communication, project management, presentation and negotiation skills
- Strong leadership and team building skills
- Excellent problem solving and conflict resolution skills
- A self-starter who shows appropriate level of initiative and creativity
- Strong creative and analytical skills

**Education**:

- College or university graduate, or equivalent business experience
- Valid Life Insurance License
- Completion of the Certified Employee Benefits Specialist designation an asset
- Completion of Certified Financial Planner Designation an asset

**Experience**:

- Minimum five years’ experience within the group retirement insurance industry, preferably within customer service or account management role, with client facing experience.
- Sound understanding of and experience working with group retirement plans including pensions, RRSPs, DPSPs and IPPs
- Proven client development skills
- Strength in quality, detail-orientation and mathematical aptitude
- Commitment to life-long-learning
- Bilingual, French and English an asset

**Company Description**

The Jones DesLauriers Blevins Insurance Group of Companies (The JDB Group) is a leading provider of Group Benefits and Retirement solutions. We stand apart from traditional brokers by adding expertise in Disability Management and Plan Administration to our total service offering. We work with financial and HR leaders across Canada to deliver cost effective solutions that attract and retain employees, manage risk and foster a thriving culture.

The JDB Group is comprised of Jones DesLauriers Blevins, Schuster Boyd McDonald, Canadian Injury Management Services, Belmont Health & Wealth, JDB Haddad and Haigh Financial Group. We have national presence with offices located in Toronto (ON), Barrie (ON), Sudbury (ON), Dartmouth (NS), Saint John (NB) and Saskatoon (SK).

**Hybrid Model**

Our hybrid working model welcomes employees to be placed on a two-week schedule, whereby the employee works Monday, Wednesday and Friday the first week and Tuesday and Thursday the second week.

**Salary**: From $90,000.00 per year

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Group Retirement: 5 years (preferred)

Licence/Certification:

- LLQP (preferred)

Work Location: Hybrid remote in Etobicoke, ON M9W 5A2

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