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Company | Canada Life |
Address | Vancouver, British Columbia, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Insurance,Financial Services |
Expires | 2023-09-14 |
Posted at | 9 months ago |
- Contributes to the growth of the average assets per member
- Participate in finalist meetings to describe your role & value added education services you provide to members under CAP guidelines
- Works closely with Client Relationship Manager to ensure appropriate educational sessions and communications are provided to client set as per the National Service Program
- Primary focus on educating and servicing all clients within the National Service Program
- Work with Plan Sponsors to emphasize and encourage high plan member enrolment
- Works as part of a team to update and improve content of Group Retirement Services standard sessions.
- Work with Client Relationship Managers to support annual service plans for all clients within the region
- Create and deliver member presentation and written communication within GRD marketing guidelines and observing market conduct issues
- Create and execute annual communication and education plans for strategic clients in the region
- Through the National Service Program provide added educational benefit to members through education meetings and member communication
- Actively support the implementation process and develops member communication & education strategies
- Incumbent must manage sessions with emphasis on time and cost management (travel budget)
- Must have group retirement experience with a background in the financial services industry
- Superior presentation skills with a proven ability to present investment and retirement planning topics to pension committees, plans sponsors and group audiences
- Customer service focus with an ability to build strong relationships with clients, our broker / advisor community and consultants or plan sponsors
- Sound working knowledge of MS Office products
- Retirement Plan Associate Designation (CEBS) would be an asset
- Requires car as travel is necessary
- Excellent organizational and time management skills with the ability to manage multiple priorities and adapt to fluctuating work volumes while working independently
- Quick thinking and innovative
- Excellent communication skills, both verbal and written, with an emphasis on negotiation skills
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