Become a pivotal part of NFP’s Group Retirement team as a Senior Account Manager, focusing on small group retirement plans in a hybrid setting. Build and maintain strong client relationships for successful outcomes.
In this full time role with NFP, you will manage a portfolio of retirement plan clients, delivering exceptional service while collaborating with internal stakeholders. Your expertise will be essential in assessing plan performance and ensuring adherence to regulations. You will lead plan reviews and guide clients through transitions and changes.
Key Responsibilities:
• Act as the main consultant for assigned retirement plans
• Foster relationships with plan sponsors and committees
• Lead annual performance and alignment assessments
• Provide legislative guidance on retirement plans
• Generate revenue through new client opportunities
Requirements:
• 5+ years in group insurance retirement services
• LLQP license needed within one year of hiring
• Excellent oral and written communication skills
• Strong analytical and decision-making abilities
• Knowledgeable in Microsoft Office applications
Leverage your retirement services knowledge and improve client experiences at NFP in Ontario.
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