Group Benefits and Retirement Service Advisor

1 week ago

East Main Street Welland Ontario Canada LB W Billyard Insurance Group Full time $60,000 - $120,000 per year
Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at the center of our decisions as we embrace a Client First, Always mindset. We believe in the power of teamwork to Achieve More Together, combining strengths to deliver meaningful solutions. Finally, we Innovate with Purpose by leading the digital insurance revolution, consistently driving quality, enhancing client service, and empowering brokers.  
With over 80 locations across Canada and recognition as one of Canada's Top Growing Companies, BIG is shaping the future of insurance. Join us as we continue to redefine the industry with innovation, collaboration, and excellence.    The Group Benefits and Retirement Service Advisor is a licensed insurance professional specializing in the sale and servicing of group health benefit plans and group retirement plans. This role involves identifying and working with corporate clients to assess their group insurance and retirement needs, setting up appropriate plans, and providing ongoing support. The broker will ensure client satisfaction through efficient policy management and adherence to our organizational values of integrity, innovation, and client care.     What does the Group Benefits and Retirement Services Advisor  do?
  • Conduct thorough assessments of corporate clients' group benefit and retirement needs to recommend suitable plans, ensuring comprehensive coverage and financial security.  
  • Facilitate the application and implementation process for group health benefit and retirement plans, ensuring a smooth onboarding experience that fosters client trust.  
  • Build and maintain strong relationships with corporate clients, promoting long-term loyalty and retention through exceptional service.  
  • Manage plan renewals efficiently, ensuring clients are contacted well in advance and provided with all necessary information to make informed decisions.  
  • Provide exceptional ongoing support to clients, addressing queries and plan changes promptly to reinforce our commitment to client care.  
  • Develop and implement effective sales strategies to attract new corporate clients while promoting existing services, contributing to the organization's growth.  
  • Work collaboratively with team members and other departments to ensure a unified approach to client service and plan management.  
  • Ensure compliance with provincial regulations and organizational policies in all client interactions and transactions, upholding our commitment to integrity.  
  • Educate clients about group benefits and retirement planning options, empowering them to make informed decisions that support their employees' well-being.  
  • Monitor personal performance metrics, setting and achieving sales goals that align with the organization's growth objectives.  
  • Engage in networking opportunities to expand professional connections and generate leads, embodying our value of relentless effort.  
  • Participate in ongoing training and professional development to enhance knowledge and skills related to group benefits and retirement plans.  
  • Maintain accurate records of client interactions, plan details, and transactions to ensure transparency and accountability in all processes.  
  • Stay informed about industry trends and competitors to identify new opportunities and refine sales techniques, supporting our value of innovation.  
  • Gather and analyze client feedback to identify areas for improvement in service delivery, ensuring we are always striving to be better.  
  Does this sound like you?
  • Excellent verbal and written communication skills to convey complex information clearly and effectively.  
  • Strong focus on client needs and satisfaction, ensuring a positive experience at all stages of service.  
  • Ability to address client concerns and resolve issues promptly and effectively.  
  • Work well in a team environment, fostering collaboration to achieve shared goals.  
  • Flexibility in adapting to changing market conditions and client needs.  
  • Strong negotiation abilities to achieve favorable outcomes for both clients and the organization.  
  • Ability to understand and relate to clients' situations, building trust and rapport.  
  • Proficiency in building professional relationships that can lead to new business opportunities.  
  • Demonstrating honesty and accountability in all interactions, reflecting the organization's core values. 
  • Comprehensive understanding of group health benefit plans, retirement plans, and associated regulations.  
  • Familiarity with provincial regulations governing group insurance and retirement plans.  
  • Effective sales methodologies to successfully attract and retain corporate clients.  
  • Ability to analyze market trends and client data to inform strategic decisions.  
  • Skilled in using CRM systems and other software to manage client information and transactions.  
  • Competence in managing the full lifecycle of group benefit and retirement plans from inception to renewal.  
  • Advanced understanding of financial planning concepts as they relate to group benefits and retirement solutions.  
  • Ability to assess risks related to clients' group insurance and retirement needs.  
  • Strong skills in preparing and managing documentation related to plans and client interactions.   
  Qualifications:
  • Must hold a valid life insurance license in the province of operation  
  • Minimum of 2 years of experience in group benefits or retirement plan sales,with a proven sales and service track record  
  • An acceptable credit rating, demonstrating appropriate financial management skills  
  • Bachelor's degree in finance, business administration, or a related field is preferred.  
  • Relevant professional designations such as GBA, RPA and CEBS are an asset.  
What We Offer
  • People-focused company culture 
  • Comprehensive benefits including medical, vision, dental, and Employee Assistance Program (EAP) 
  • 3 weeks' vacation in year 1, 4 weeks in year 2 
  • Birthday day off 
  • Hybrid work from home / in-office environment  
  • Retirement savings programs, with company-matched RRSP contributions.  
  Our Commitment to Diversity, Inclusion and Belonging   Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.     Our Commitment to Accessibility   Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please contact us at or ext

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