Hybrid Consultant Opportunity in Calgary
Ascension Benefits, Inc • calgary, Canada
Role Description
Join People Corporation as a Consultant in Calgary, AB, working in a hybrid model. This role emphasizes strong client relationships and your expertise in group retirement solutions.
The Consultant role supports business growth through diligent client management and the maintenance of retirement plans. You'll engage in proactive sales initiatives and support other offerings within the firm. Your insights will empower clients while responding to inquiries concerning plan design and industry best practices.
Key Responsibilities:
• Maintain an assigned block of retirement clients effectively
• Drive client retention and acquisition through sales strategies
• Participate in meetings and develop client-facing presentations
• Track client interactions and follow up on action items
• Stay updated on market trends impacting financial solutions
Requirements:
• 5+ years experience in the retirement or group savings industry
• Proven record of exceptional client engag...
The Consultant role supports business growth through diligent client management and the maintenance of retirement plans. You'll engage in proactive sales initiatives and support other offerings within the firm. Your insights will empower clients while responding to inquiries concerning plan design and industry best practices.
Key Responsibilities:
• Maintain an assigned block of retirement clients effectively
• Drive client retention and acquisition through sales strategies
• Participate in meetings and develop client-facing presentations
• Track client interactions and follow up on action items
• Stay updated on market trends impacting financial solutions
Requirements:
• 5+ years experience in the retirement or group savings industry
• Proven record of exceptional client engag...