- 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 communicate recommendations for plan improvements and educate clients on the most beneficial trends for their business, including industry benchmark reviews
- Conduct annual 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.
- Collaborate with other Senior Group Retirement consultants on the team
- 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
- Demonstrated ability to coordinate a high level of activity in dynamic and fast-paced environment
- Ability to develop new client contacts and establish new business for the firm
- Understand the client's perspective and priorities
- Exceptional customer service skills
- Ensure quality control and service standards are attained with every transaction
- Display flexibility and adapts positive skills in a constantly changing environment
- Possess 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
- Must have a valid Life Insurance License (LLQP)
- Completion of the Certified Employee Benefits Specialist designation an asset
- Completion of Certified Financial Planner Designation an asset
- College or university graduate, or equivalent business experience
- Minimum five years' experience within the group retirement insurance industry, preferably within a management or consultant 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 application of computer skills; including Word, Excel; PowerPoint and Outlook
- Strength in quality, detail-orientation and mathematical aptitude
- Commitment to life-long-learning
- Bilingual, French and English an asset
-
Group Retirement Consultant
1 week ago
Jones DesLauriers Blevins Etobicoke, Canada_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 ...
-
Retirement Actuarial Consultant
3 days ago
WTW Toronto, CanadaGiven the size and complexity of our client portfolio, you will have the opportunity to support diverse projects related to mergers & acquisitions, asset liability studies, forecasting, plan mergers, annuity purchases and other special projects by tapping into our industry leadin ...
-
Bilingual Retirement Consultant
6 days ago
ADP Mississauga, ON, CanadaVous utiliserez votre expertise du service ADP et vos compétences en matière de conseil pour les aider à relever les défis les plus critiques pour leur entreprise -- conformité en matière de RH, technologie RH, et une solution qui les aidera à se concentrer sur leur noyau d'activ ...
-
Retirement Actuarial Consultant
3 days ago
Willis Towers Watson Toronto, CanadaRetirement Actuarial Consultant · - Toronto, CA · June 14, 2023 · Given the size and complexity of our client portfolio, you will have the opportunity to support diverse projects related to mergers & acquisitions, asset liability studies, forecasting, plan mergers, annuity purcha ...
-
Investment & Retirement Consultant
22 hours ago
Canada Life Assurance Company Toronto, Canada**Job Description**: · Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets a ...
-
Retirement Living Consultant
4 days ago
The Dunfield Retirement Residence Toronto, Canada**Job Summary**: · The Retirement living Consultant / Leasing specialist is under the direction of the Director of Sales and Marketing and is an exceptional relationship curator, responsible for developing and promoting compelling sales strategies and initiatives that exceed cust ...
-
Canada Life Assurance Company Toronto, Canada**Job Description**: · We are looking for a bilingual Investment & Retirement Consultant. · Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or hav ...
-
Gallagher Toronto, Canada**About Us**: · Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our ...
-
Consultant, Group Retirement Solutions
4 days ago
People Corporation Greater Toronto Area, CanadaA financially strong and growing company, People Corporation continues to be on a growth trajectory across Canada. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services a ...
-
Aon Toronto, Canada Full timeRetirement Consultant, Canada Wealth Solutions · Are you a passionate actuary who enjoys working with clients and managing projects? Are you looking for an exciting opportunity to join a leader in the industry while making a significant impact? Aon might have the opportunity for ...
-
Aon Toronto, Canada Full timeEarly Careers: Associate, Retirement Consulting · Do you have a desire to pursue a career in the Actuarial field? Are you looking to join an industry-leading team with a global firm? Aon has the opportunity you have been waiting for · This can be a hybrid role with the flexibil ...
-
People Corporation Toronto, CanadaJob Description · People Corporation is growing and we are looking for an individual to join our Group Retirement Solutions team as a Managing Consultant based in the Greater Toronto Area. We are adding a Managing Consultant to our growing Group Retirement Solutions team to con ...
-
Aon Corporation Toronto, Canada Full timeRetirement Consultant, Canada Wealth Solutions · Are you a passionate actuary who enjoys working with clients and managing projects? Are you looking for an exciting opportunity to join a leader in the industry while making a significant impact? Aon might have the opportunity for ...
-
Aon Corporation Toronto, Canada Full timeEarly Careers: Associate, Retirement Consulting · Do you have a desire to pursue a career in the Actuarial field? Are you looking to join an industry-leading team with a global firm? Aon has the opportunity you have been waiting for · This can be a hybrid role with the flexibilit ...
-
Aon Toronto, Canada Full timeEarly Careers: Actuarial Intern, Retirement Consulting - Fall 2024 · Do you have strong analytical skills and want to develop your skills in a changing professional environment? Aon is looking for Actuarial Intern, Retirement Consulting in Toronto, CA · This is a hybrid role wit ...
-
Aon Corporation Toronto, Canada Full timeEarly Careers: Actuarial Intern, Retirement Consulting - Fall 2024 · Do you have strong analytical skills and want to develop your skills in a changing professional environment? Aon is looking for Actuarial Intern, Retirement Consulting in Toronto, CA · This is a hybrid role with ...
-
Bilingual Group Service Representative
3 days ago
Jones DesLauriers Blevins Etobicoke, Canada_**Benefit from joining our team**_ · We are growing and hiring a **Bilingual** **Group Service Representative **(English & French) in our Toronto office (located minutes away from Toronto Pearson International Airport). · JONES DesLauriers Blevins, a JDB Group company, has been ...
-
Seniors Residences Operations Manager
3 days ago
JD Residencies Etobicoke, CanadaSenior Residences Operations Manager · The Operations Manager** **reports to the Director. The Manager directs and maintains the overall operations of community activities, both internal and external and assures quality care is provided to the Residents. The Manager coordinates t ...
-
Outside Sales Rep
1 week ago
United Rentals, Inc. Etobicoke, Canada**_Great company. Great people. Great opportunities._** · As an Outside Sales Rep at United Rentals, you will be the voice and initial point of contact for our industry leading company. We'll rely on you to use your exceptional sales and consultative skills to understand the need ...
-
Financial Advisor
5 days ago
Insurance Depot Ltd Etobicoke, CanadaInsurance Depot LTD. is seeking driven individuals with a passion for business and finance to join our expanding Toronto team. As a **Financial Advisor**, you'll play a key role in driving revenue and fostering client relationships built on integrity and transparency. · **Respons ...
Senior Group Retirement Consultant - Etobicoke, Canada - Jones DesLauriers Blevins Insurance Group
6 days ago
Description
Benefit from joining our growing team
We are hiring a Senior Group Retirement Consultant in our Toronto office.
The Senior Group Retirement Consultant will oversee the service, management, and execution of a book of business. This role also involves supporting the acquisition of new business. It necessitates a high level of independent discretion, autonomy, and decision-making based on industry expertise to offer professional guidance, expertise, and service to clients. Building professional and collaborative relationships with carrier representatives, business partners, and colleagues is also important.
The primary objective of this role is to work closely with the team to enhance and maintain client retention and foster business growth. The ideal candidate should be highly motivated, capable of working in a dynamic, time-sensitive environment, and comfortable in a client-facing role. Additionally, owning a vehicle and holding a valid driver's license is a requirement.
Responsibilities:
Other Duties as Assigned
Qualification Competencies:
Education:
Experience:
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.