Client-Focused Retirement Consultant

Become a Client-Focused Retirement Consultant and utilize your expertise to enhance client relationships and support business growth. Thrive in a collaborative environment while delivering impactful solutions.
This role demands a minimum of 5 years of experience within the pension or retirement sectors, focusing on client retention and satisfaction. As a consultant, you'll service an assigned block of clients, manage inquiries, and assist in new business development. Your responsibilities will also involve contributing to webinars and educational sessions that enhance the overall client experience.

Key Responsibilities:

• Manage an assigned block of group retirement clients

• Open sales opportunities through strategic marketing initiatives

• Participate in meetings to support new business acquisition

• Develop strong relationships for enhanced client satisfaction

• Ensure adherence to corporate branding and industry regulations
Requirements:

• Minimum 5 years of relevant experience

• Knowledge of governance, investments, and taxation

• Strong communication and organizational skills

• LLQP license required or willing to obtain

• Able to travel as needed
Elevate client experiences with your consulting expertise in this rewarding role.
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