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. #J-18808-Ljbffr

📌 Client Engagement Executive at IMA Financial Group (Prince Edward County)
🏢 IMA Financial Group
📍 Prince Edward County