Job Details
Group Wealth Sales and Service Consultant (5227)

Job Posting

Group Wealth Sales and Service Consultant
Organization:  The Co-operators
Province:  Ontario
Location:  Burlington
 
 
Description:

This role operates in English.

The work location for this role is flexible to Ontario.

You will work remotely as part of a virtual team.

As the Group Wealth Sales and Service Consultant you support new business growth and build and maintain relationships with clients, advisors and brokers.  You will contribute to business development, provide effective service to plan sponsors, deliver education sessions to plan members and groups and support customer satisfaction and retention objectives.

What you’re responsible for:

  • Developing annual plans to meet targets for assigned regions, while developing and strengthening relationships with all stakeholders.
  • Collaborating and planning with Group Benefits counterparts for joint third-party distributor development and new business opportunities.
  • Maintaining strong relationships with plan sponsors, delivering effective service and ensuring regular communication to enhance the client experience.
  • Working with plan sponsors to improve their plan governance, highlight our services, review investment performance and develop regular employee education schedules.
  • Participating in the creation of educational content and new marketing material.

 
What to expect:

  • You will travel frequently. 
  • You are required to have your own vehicle, valid driver’s license and insurance.  
  • Extended work hours, including evenings and weekends, may be required.   
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

To be successful:

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio. 
  • You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.   
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.  
  • You build trusting relationships and provide guidance to support the development of peers. 

What we offer:

  • Training and development opportunities to grow your career with one of Canada’s Best Employers. 
  • Flexible work options and paid time off to support your personal and family needs. 
  • A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. 
  • Paid volunteer days to give back to your community. 
  • A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.
Requirements:

To join our team:

  • Life License is required or to be obtained within 6-9 months.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
  • You have 3-5 years of experience in group retirement distribution and client servicing.
  • You have a post-secondary degree in Business Administration, Financial Services, Marketing or a related field. 
  • You hold the Certified Employee Benefit Specialist (CEBS), Pension Plan Certificate, Canadian Securities Course (CSC), Certified Financial Planner (CFP) or Retirement Plans Associate (RPA) designation(s).
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