Group Retirement Consultant
Core
Own and grow relationships with existing group retirement clients, hunt for new business, and guide plan members through key financial decisions including plan exits.
Role type
Group Retirement Consultant
Builds
Group retirement plans and financial solutions for clients
Domain
Insurance / Retirement Planning
Deliverable
client delivery
Required skills
LLQP certification, group retirement industry experience, business development, financial guidance, cross-functional partnership
Preferred skills
RPA or CEBS designation
Technologies
Windows-based systems
Responsibilities
Manage existing group retirement client relationships, generate new business pipeline in the Prairie Region, guide clients on plan exits and financial assistance, partner with sales teams for cross-selling opportunities, contribute to team strategy
Seniority
Mid-level, individual contributor