Consultant, Pension and Retirement Consulting Group (Hybrid)
Cowan Insurance Group
Brantford, Brantford, ON, CA
1d ago

You’re an experienced professional in the retirement industry a self-starter who is eager to share your insights with clients, carriers and colleagues

You are sales & client focused proactively delivering retirement & savings plan solutions to clients as part of their overall compensation strategy

You’re a relationship builder building relationships with clients and partners motivates you

You’re a problem solver offering unique, customized solutions to meet the needs of clients thrills you

You’re value a collaborative workplace

If you’re nodding, this Consultant role in the Pension & Retirement Consulting area at Cowan Insurance Group may be perfect for you and we’d love to hear from you!

What’s the ask?

  • Reporting to the VP, Pension & Retirement Consulting, you will proactively source new business opportunities by bringing unique, innovative, cost-effective and sustainable solutions to prospective clients relating to their retirement programs.
  • You’ll also collaborate with other team members to help them thrive and grow and contribute towards the overall growth strategy.
  • You’ll manage client relationships with some of our key clients to ensure high levels of client satisfaction and retention as well as identifying opportunities for growth.
  • You will be supported by colleagues who will assist with the servicing of these client relationships. This will include support of their annual plan reviews, investment reviews, marketings, plan member communication strategies and other projects.
  • What does it take?

  • You are knowledgeable about the retirement industry and have consulting experience
  • You can identify prospective new clients and drive opportunities for growth
  • You have great communication and presentation skills
  • You’re a self-motivated individual with a solid track record of success in helping retain business with high levels of client satisfaction
  • You’re LLQP licensed in Ontario or willing to obtain (we will cover the training course & tuition)
  • CEBS designation nice to have but not a need to have
  • Bilingual (English and French) nice to have but not a need to have
  • Who we are

    Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients.

    With close to 500 employees operating out of 10 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

    We partner with leading national and international insurance companies to :

  • deliver insurance and risk management solutions to businesses, organizations and individuals
  • advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.
  • We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

    Be in good company

    Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

    Challenge your thinking

    You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

    Grow together

    We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

    Benefits and perks

  • Competitive salary
  • Participate in our comprehensive benefits plan on day one no waiting period
  • Company-matched Retirement Savings Plan
  • Company-paid training and development courses
  • Community involvement
  • Are you interested?

    Send in your cover letter and resume to share your unique story with us.

    While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

    We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position.

    Selections will be made without regard to : age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status (including single status), gender identity, gender expression, record of offences, sex, or sexual orientation.

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