Client Relationship Consultant (4876)

Job Posting

Client Relationship Consultant
Organization:  Great-West Life
Province:  Alberta
Location:  Edmonton
 
 
Description:

Reporting to the Regional Manager, Client Services this role focuses on developing strong relationships through proactive servicing of the group retirement plan customers in our region, participating in finalist presentations and working with a team to implement new sales. Being able to work independently and as part of a team to build strong customer relationships is the key to success in this role. By focusing on the needs of our customers and building their trust you will grow our group retirement business through the retention of customer assets, increasing plan membership and contributions as well as transfer new assets from other financial institutions.

Accountabilities:

Creating and executing an annual service plan to proactively service a defined block of customers
Developing customized project plans for new case implementations 
Responding to general and technical questions regarding plan operation and legislation from plan administrators, advisors and consultants pertaining to all types of group retirement products including; RRSP, DPSP, RPP, IPP and RRIF.
Developing and delivering presentations for use with group customers and plan members
Working closely with the Communication & Education Manager to ensure appropriate educational sessions and communications are provided to customers
Identifying customer needs and growth opportunities and providing appropriate products and solutions
Introducing new product and service enhancements

Requirements:

Qualifications and Competencies:

A career progression that demonstrates a strong understanding of group retirement customers, products and processes along with success in servicing a large customer base
Post-secondary education in a related field demonstrating knowledge and understanding of business principles

Minimum 5 years’ experience in the financial services, retirement, benefits, or related industry will be given preference

Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate 
Proficiency with MS Office programs (Word, Excel & PowerPoint)
Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines 
Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
Strong presentation skills
Demonstrated ability to build strong relationships with Clients and Advisors
RPA Designation (CEBS Program) *or attained within 2 years of employment
Ability to work closely with the sales team and the finalist sales presentations
Comfort working independently and as part of a larger team 
Valid driver’s license and vehicle are necessary due to the travel requirements 

Discover your opportunity….Apply today!

Great-West Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days not to mention onsite cafeteria and fitness facilities.  If you’d like to join our team submit your information online and introduce yourself.Together Great-West Life, London Life and Canada Life serve the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. 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.

Great-West Lifeco would like to thank all applicants, however only those who qualify for an interview will be contacted.