Senior Group Retirement and Savings Sales & Service Representative

Co-operators Career; Regina; Hybrid; CAD 50,000 - 84,000; Full time

Benefits offered by this job

Training & development

Flexible work options

Health & well-being

Volunteer days

Total rewards package

Job summary

Co-operators Career is seeking a Sales and Service Representative for Group Retirement and Savings to support the Sales Team and client plans. You will manage sponsor/broker relationships, deliver education on plan features, and ensure a high level of service to plan members.

The role requires a 2-4 year background in insurance or financial services, a business diploma, and strong MS Office skills. Hybrid work and a strong client-first culture are emphasized.

Qualifications

• 2-4 years of experience in the insurance or Financial Services Industry.
• College Diploma in business related field.
• CEBS, RPA or CSC is considered an asset.
• You are highly responsive and organized.
• Knowledge of Group retirement and savings plans, or related investment experience is an asset.
• Experience in MS Excel, PowerPoint and Word.

Responsibilities

• Be the main service owner for assigned Group Retirement and Savings clients and relationship contacts.
• Be highly responsive to service inquiries.
• Take ownership of escalated items and coordinate with Admin/Operations to resolve.
• Proactively reach out to sponsors/advisors/brokers for plan stewardship reviews.
• Support new plan implementation activities as required.
• Act as a backup for the Group Retirement and Savings Sales Team when they are traveling.
• Suggest ideas to improve client experience.
• Identify potential new business opportunities to Account Executives.

Skills

MS Excel

PowerPoint

Word

Education

College Diploma in Business

Job description

Locations

• Regina, SK, CAN
• Hybrid
• Client Service
• Full-Time

Description

Company: CLIC
Department: Individual Insurance and Wealth Management
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

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 Sales and Service Representative - Group Retirement and Savings supports are key members of the GRS Sales Team. The role supports Account Executive roles by providing plan sponsor/broker/advisor service to assigned groups. The Sales and Service Representative also supports the Implementation and Education Consultant with new business onboarding and support for plan member education sessions as required. The core goals of the Sales and Service Representative are to build and maintain strong relationships with plan sponsors/broker/advisors to drive strong client retention, provide an exceptional client experience and to promote the ability for Group Retirement and saving plans to be used as an asset consolidation vehicle. In support of the client retention goals, the Sales and Service Representative delivers effective service to plan sponsors and delivers education on retirement plan features/investment options to plan member/employee groups. This position supports new sales implementation and customer satisfaction/retention objectives.

How you will create impact:

• Be the main service owner for assigned Group Retirement and Savings clients and relationship contacts.
• Be highly responsive to service inquiries.
• Take ownership of escalated items keeping Account Executives informed as appropriate. Work with Administration and Operations team as needed to ensure a successful resolution is achieved.
• Proactively reach out to assigned Plan Sponsor/Advisor/Broker contacts to schedule plan stewardship review meetings and/or provide material to support these meetings.
• Support new plan implementation activities as required.
• Be a dedicated backup for Group Retirement and Savings Sales Team members while they are on the road for business to keep initiatives moving forward.
• Actively offer ideas and suggestions for client experience improvement.
• Identify and raise potential new business opportunities to Account Executives as appropriate.

To join our team:

• You have 2-4 years of experience in the insurance or Financial Services Industry
• You have a college Diploma in business related field
• Having completed the Certified Employee Benefit Specialist (CEBS), Retirement plans Associate (RPA) or Canadian Securities Course (CSC) is considered to be an asset
• You are highly responsive and organized
• You have knowledge of Group retirement and savings plans, or any investment experience would be an asset
• You have experience in MS Excel, PowerPoint and Word.

How you will succeed:

• You influence change and are committed to continuous improvement, in order to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You’re an effective team player who shares knowledge to support our peers.

What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• 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 (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Expected salary range $50,280 - $83,800

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.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.