Job Description
Oversee and innovate pension plan solutions as the Director of Group Retirement. Bring more than 10 years of experience to enhance service delivery and strengthen client relationships across multiple groups.
This pivotal position involves preparing governance reports, conducting client visits, and explaining pension features. You'll play a crucial role in developing new retirement business and training team members, while ensuring a seamless process for client transitions. Your leadership will be vital in promoting practice growth and integrity.
Key Responsibilities:
• Engage with partner brokers for relationship management
• Prepare and present governance analysis reports
• Conduct informative sessions for plan members
• Participate actively in business development efforts
• Coordinate group implementation and transitions
Requirements:
• More than 10 years of experience in pension plans
• Proficient knowl...
This pivotal position involves preparing governance reports, conducting client visits, and explaining pension features. You'll play a crucial role in developing new retirement business and training team members, while ensuring a seamless process for client transitions. Your leadership will be vital in promoting practice growth and integrity.
Key Responsibilities:
• Engage with partner brokers for relationship management
• Prepare and present governance analysis reports
• Conduct informative sessions for plan members
• Participate actively in business development efforts
• Coordinate group implementation and transitions
Requirements:
• More than 10 years of experience in pension plans
• Proficient knowl...