Group Retirement Consultant
Core
Trusted advisor for group retirement clients, managing plan exits, financial assistance, and new business development in the Prairie Region.
Role type
Group Retirement Consultant
Builds
Group retirement plans and financial solutions for business 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, hunt for new business in the Prairie Region, guide plan members through financial decisions and plan exits, partner with sales teams for cross-selling opportunities, contribute to team strategy
Seniority
Mid-level, individual contributor