Consultant (Pension & Retirement) Hybrid

at  Cowan Insurance Group

Cambridge, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate05 Jul, 2024Not Specified06 Apr, 20245 year(s) or aboveGood communication skillsNoNo
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Description:

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’re a relationship builder — building relationships with clients and liaising with carriers motivates you
You’re a problem solver — offering unique, customized solutions to meet the needs of clients thrills you
You’re an educator – increasing the financial literacy, wellness and retirement readiness of plan members energize you
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!

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 over 500 employees hired out of 6 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.

Responsibilities:

  • You will be working with colleagues who will help with implementation, transition and on-going servicing of these client relationships.
  • Providing your block of clients with their annual plan reviews, marketings, plan member communication strategies and other projects.
  • You’ll also work with other teams at Cowan to contribute towards the overall growth strategy.


REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Insurance

Banking / Insurance

Insurance

Graduate

Proficient

1

Cambridge, ON, Canada