Build and foster strong relationships with national consulting houses and plan sponsors
Develop and implement business plans to achieve annual sales targets
Manage the sales process, from RFP to finalist presentation
Lead consultants, plan sponsors, and client relationship staff through business implementation process
Promote additional products and services to enhance retention and plan member experience

Requirements

Bilingualism (fluent in French and English) required
5+ years of Group Retirement Savings in a business development or client relationship management role
Excellent communication skills, both verbal and written, with an emphasis on negotiation skills and public speaking
Excellent presentation skills with an ability to present investment and retirement planning topics
Demonstrated skills as a collaborator, negotiator, and partner with business areas internal and external
Ability to work in a fast-paced environment, managing several priorities, and meeting tight deadlines
Strong sense of urgency in meeting/exceeding commitments to internal and external stakeholders
Effective time management and strong problem-solving skills
Background in financial services industry
Sound working knowledge of MS Office products
Requires vehicle and flexibility for travel
Post-secondary education along with the Retirement Plan Associate designation (CEBS) and RPA Primer LLQP license will be required within the first 12 months of employment.

Benefits

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business developmentclient relationship managementnegotiation skillspublic speakingpresentation skillstime managementproblem-solvingGroup Retirement Savings

Soft Skills

collaborationcommunicationsense of urgencyability to manage prioritiesflexibility

Certifications

Retirement Plan Associate designation (CEBS)RPA Primer LLQP license