Advisor, Retirement

THE ROLE

Our Advisor, Retirement is an established leader in the group retirement industry, understanding their clients needs and their client’s business. The Advisor will embody strong business development and proven strategic selling abilities and look for strategic ways to generate new relationships, retain existing ones, and grow current ones. The Advisor is responsible for the overall client experience.

The focus of the role is on achieving results which are aligned with the larger picture of the organization and the strategic goals. Initiative, coupled with a sense of competitive drive, and the ability to stay focused on results despite changing conditions, is the key to achieving the performance objectives of this role. The client needs are dynamic and therefore the work in the role involves innovation and creativity in generating solutions to better the client experience.

As an Advisor, you are a Maverick, an innovative, “outside the box” thinker, who is undaunted by failure. You are:
 • A creative problem solver that is results-focused;
 • Innovative and creative focused on achieving results;
 • Confident, direct, and poised in your communication style electing to use persuasion and motivation to make plans and reach goals;

WHAT YOU’LL DO:

• Most importantly, you will lead by example, live our values, and drive new business for the company through new business opportunities and expanding sales in existing accounts;
• Be active in leading the growth of the company and managing and maintaining a prospect pipeline;
• A key emphasis on building rapport and relationships and ensuring that strong long term relationships are created by providing an industry leading level of support to clients in maintaining their group retirement needs;
• Identifying and understanding emerging trends within client industries and merging industry trends;
• Working in alignment with internal service team members to provide an exceptional customer service experience;
• Conduct market research on prospects and remain current on all information pertaining to them;
• Continual professional development to enhance your skills and abilities;
• Other duties as required.

WHAT WE REQUIRE:

• Strong business acumen along with a natural sales aptitude proven experience of strong consultative and proven strategic selling abilities;