Consultant, Group Retirement Practice

What We’re Looking For

The Consultant works closely with the Group Retirement Services team to understand client needs and priorities. You will be responsible for developing strategic relationships with key account contacts. This role may be based out of our Vancouver or Burnaby office location. The locations are both easily accessible by Sky Train and transit with many shops, restaurants and other amenities nearby.

• Understand client needs, priorities and culture
• Develop strategic relationships with key account contacts
• Identify gaps and opportunities within your client’s current structure based on their guiding principles
• Oversee the complete retirement plan service cycle: plan design review, provider search, implementation, reporting, plan pricing negotiations, plan governance process, employee communication
• Communicate relevant industry trends to your client block to prepare them for long term planning
• Design and deliver presentations to clients, lead client meetings as well as member one-on-one meetings and employee presentations
• Review all client facing materials
• Work closely with insurance partnerships by assisting with problem solving, negotiating fees and maintaining positive relationships
• Collaborate with the business development team and leadership team on shared client knowledge and insights
• Working with the client to resolve escalated administrative, contractual and financial issues
• Keep CRM up-to-date with changes and additions
• Identify any new GRS opportunities for the retirement practice
• Other duties and responsibilities as assigned

• Post-secondary education required and completion of (or working towards) related courses in group benefits (CEBS, GBA designations preferred)
• Life Insurance (LLQP) License or willing to obtain
• 5+ years of Employee Benefits Insurance Experience, group retirement experience is an asset
• Intermediate to advanced MS Office knowledge, with focus on Excel and Power Point
• Strong attention to detail and accuracy
• Strong communication skills, both written and verbal

We invest in our employees! We offer hands-on coaching and mentorship, alongside extensive sales training to ensure you succeed, today and tomorrow. Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond!

• Competitive compensation
• Company matching RRSP contributions
• Tuition financing and career-related training and development
• Customizable flexible benefits options for you and your family
• Mental and physical wellness initiatives
• A positive, collaborative and team-oriented environment
• Ongoing personal and career development
• The compensation for this position is a variable compensation structure, i.e., discretionary draw plus commission. As such, the total compensation earned will vary depending on the successful candidate’s book of business at a particular time. The expected draw plus commission will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
  
  Due to the variable nature of this sales-based compensation structure, more definitive prospective information is not possible. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, eligible bonuses and equity for some positions.

We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business. We want you to be INNOVATIVE and open to sharing your ideas. You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues. You are a TEAM PLAYER who positively impact those around them;
We MOTIVATE each other to GROW TOGETHER. You work with a high degree of INTEGRITY and ACCOUNTABILITY.

Required Experience:

2-5 years of relevant experience

Required Travel:
Up to 25%

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