- Develop and strengthen relationships with Co-operators advisors and third-party distributors (brokers/Managing General Agents (MGAs))
- Maintain strong relationships with plan sponsors.
- Collaborate and plan with Group Benefit counterparts for joint third-party distributor development and new business opportunities.
- Help new distributers to the group wealth market understand the benefits and requirements of selling group retirement and savings plans.
- Responsible for the creation of ongoing customized reporting
- Contribute to proposal generation and Request For Proposal (RFP) response creation.
- Support the team in the development of presentations.
- Support client onboarding and transition activities.
- You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
- You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
- You have strong communication skills to clearly convey messages and explore diverse points of view.
- You build trusting relationships and provide guidance to support the development of colleagues.
- 3 years of experience in financial services (ideally in group retirement sales and/or service)
- Completion of post-secondary education in business administration, marketing or equivalent education
- Enrolment in or desire to complete industry courses such as CFP, CEBS or RPA
- Life license or willingness to obtain post hire
- Proficiency in Microsoft Office, specifically Excel and PowerPoint
- Strong presentation, communication and teamwork skills
- You are required to have your own vehicle, valid driver's license and insurance.
- You will travel occasionally.
- This role involves direct contact with clients and/or service providers in their environment.
- Extended work hours, including evenings and weekends may be required.
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
- Training and development opportunities to grow your career.
- 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.
- In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (, health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Associate Account Executive GRS - New Brunswick, Canada - Co-operators
Description
Company: CLIC
Department: Wealth Management
Employment Type: Regular Full-Time
Work Model: Remote
Language: English is required, French is an asset.
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.
The Associate Account Executive (GRS) builds and maintains relationships with clients and advisors/brokers with the concurrent goals of retention and new business growth. In support of new business goals, the role develops relationships and quote activity supporting the group wealth distribution channels of brokers, managing general agents, Co-operators advisors, credit unions
How you will create impact:
How you will succeed:
To join our team:
What you need to know:
What's in it for you?
Expected Salary Range: $51,750 -- $86,250
*The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.