Join IMA Financial Group as a Client Engagement Executive, leading enterprise-level client strategies and enhancing business development efforts in employee benefits.

Your role will impact both market and enterprise strategies significantly. You will manage a complex, high-revenue client book, serving as a strategic advisor to key stakeholders. This senior role will require cutting-edge thinking while coaching and mentoring your team effectively. Your insights into the client lifecycle and funding models will guide your approach to developing long-lasting client relationships. Key Responsibilities:

- Manage enterprise-level client portfolios with complex funding
- Provide expert advisory support across the client lifecycle
- Develop business strategies and growth opportunities
- Foster relationships with carriers and industry leaders
- Guide and mentor team members for success Requirements:
- Must hold an Active Life & Health License
- At least 8 years of relevant industry experience
- Proficient in Excel and alternative funding techniques
- Recognized industry subject matter expert
- Proven influence and strategic thought leader Utilize your strategic thinking and client management skills to thrive at IMA Financial Group.

📌 Client Engagement Executive at IMA Financial Group (Quinte West)
🏢 IMA Financial Group
📍 Quinte West