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

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 prospects
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