National Small Business Consultant

National Small Business Consultant

Requirements

• Experience working with plan sponsors in a pension-related capacity an asset.
• Knowledge of Canadian Pension industry
• Strong mathematical aptitude is an asset.
• Undergraduate degree or equivalent years of experience (degree preferred in business, economics or finance)
• Superior interpersonal skills
• Proven ability to set priorities, meet goals, work independently, successful in a team-focused work environment.
• Proven problem-solving and analytical skills.
• Proven organizational & time management skills.
• Superior written & verbal communication skills
• Outstanding presentation skill in a group setting
• Proficiency in both English and French is required.

Responsibilities

• Participation as a supporting member of the pre-sale process for Pension products and services
• Participate in the installation process by working closely with Plan Sponsors, Producers/Advisors and Head Office Implementation Team and Plan Design Services teams.
• Provide support on membership renewal and training to Plan Sponsors and Producers/Advisors
• Own high-level relationship with Plan Sponsors, Producers/Advisors through implementation of new plan
• Inforce and support digital processes through training of Plan Sponsors and Producers/Advisors
• Coordinate Agent of Record changes through proper internal channels
• Monitor successful plan activation through first contribution remittance.
• Support plan terminations and amendments for the group plan as the need arises.
• Participate in projects related to the small business product, known as Future Step
• Manage under $2M new GRO business and Inforce assignments.

Preferred Qualifications

No preferred qualifications provided.