People Corporation
Group Retirement Solutions Consultant
Job Description
Elevate your career with a Group Retirement Solutions Consultant role. Leverage your expertise in group retirement solutions and client relationship management to drive business growth and client retention.
This position requires a minimum of 5 years’ experience in the retirement or pension sectors and a proven track record in client-facing roles. You will be responsible for servicing an assigned block of clients, supporting growth targets, and enhancing client interactions through proactive consulting. Your role will encompass various aspects of retirement, from plan design to compliance and market analysis.
Key Responsibilities:
• Maintain relationships with an assigned block of retirement clients
• Drive sales through effective marketing and cross-selling initiatives
• Prepare meeting materials, presentations, and documentation
• Respond to inquiries regarding investments and governance
• Support client satisfaction through strong relationship management
Requ...
This position requires a minimum of 5 years’ experience in the retirement or pension sectors and a proven track record in client-facing roles. You will be responsible for servicing an assigned block of clients, supporting growth targets, and enhancing client interactions through proactive consulting. Your role will encompass various aspects of retirement, from plan design to compliance and market analysis.
Key Responsibilities:
• Maintain relationships with an assigned block of retirement clients
• Drive sales through effective marketing and cross-selling initiatives
• Prepare meeting materials, presentations, and documentation
• Respond to inquiries regarding investments and governance
• Support client satisfaction through strong relationship management
Requ...