Account Executive, Group Retirement Solutions

Account Executive, Group Retirement Solutions
Toronto, ON
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
People Corporation is growing and we are looking for an individual to join our Group Retirement Solutions team as an Account Executive. We are adding an Account executive to our growing Group Retirement Solutions team to continue to drive our rapid growth and provide exceptional support to our clients.
You will support business growth and client retention through your knowledge of group retirement solutions and your ability to build strong client relationships. You should be committed to providing a positive memorable customer service and excited to be a part of growing and dynamic team!
Key Responsibilities:

• Develop and maintain a strong governance model for retirement clients
• Maintain high client retention rate through the development of strong relationships and providing excellent client service and solutions
• Develop and maintain professional and technical knowledge and industry trends by attending education workshops and keep up to date with publications and the competitive landscape
• Maintain relationships and deliver pro-active consulting services to an assigned block of clients including responding to general and technical questions regarding plan design, legislative requirements and a good working knowledge of investments, governance and taxation
• Prioritize workflow with competing client deliverables
• Lead & contribute to ad hoc projects to enhance client experience
• Provide expertise and support within the team to meet overall objectives
• Research, write, deliver, and support the Financial Wellness solution for plan sponsors and plan members
• Assist in preparing meeting materials for clients and following up with comprehensive meeting minutes and the execution of action items
• Participate in finalist meetings to support the new business acquisition process
• Expand and maintain existing block of business and present solutions to clients
• Take part in transitioning new business acquisitions to the ongoing management service model
• Strategize, coordinate and/or develop & deliver member education materials and presentations
• Work closely and in coordination with other team members to provide exceptional service and solutions for clients
• Develop/approve employee communication for plan sponsors to communicate changes to their employees

Preferred Experience & Skill Set:

• RPA, CEBS designation considered and asset
• Proficiency in French is an asset
• Excellent interpersonal, oral, written and presentation skills
• Undergraduate degree in business or a related field
• Minimum 5 years’ experience in the retirement or pension industry with proven ability to build strong business relationships ideally in client facing and advisory positions
• Life licensed, or willingness to complete
• Professionalism in internal and external communications
• Outstanding team player but able to work independently to find solutions
• Willingness to travel as needed
• Exceptional business and financial acumen
• Excellent time management skills
• A willingness to have fun with the team, be adaptive to change, a desire for new challenges in a growth-oriented organization, and a passion for the client experience is mandatory!
• You are solutions oriented and proactively identify business solutions for complex needs and issues

What's in it for you:

• A suite of Health & Wellness offerings
• Competitive compensation
• Assistance for the completion of industry designations
• Extended health care and dental benefits
• A retirement savings plan with company contributions
• Learn by working alongside our experts
• Mental Health programs and support for you and your family

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected]