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Client Relationship Manager, Group Retirement Savings
Desjardins. Develop and maintain business relationships with Desjardins Insurance clients in the SME segment .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and maintaining business relationships with clients in the SME segment, while providing personalized solutions and ensuring high client satisfaction. Proficient in analyzing client needs and advising on group retirement plans, with advanced language skills in both French and English.
Highest-signal resume keywords
Bachelor's DegreeGroup Retirement Plans KnowledgeRepresentative's Certificate for Group Annuity PlansAdvanced Proficiency in FrenchAdvanced Proficiency in English
ATS Keywords
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Soft Skills
Action OrientedBusiness InsightCustomer FocusInterpersonal SavvyNimble Learning
Certifications & Qualifications
Representative's Certificate for Group Annuity Plans
Industry Keywords
SME SegmentClient SatisfactionPersonalized SolutionsService QualityTrends and Best Practices
About the role
Key responsibilities & impact- Develop and maintain business relationships with Desjardins Insurance clients in the SME segment
- Analyze client needs and develop and implement personalized solutions
- Advise and assist current and potential members and clients as well as various collaborators
- Advise and support partners, collaborators and clients on the best solutions and strategies and determine target outcomes
- Ensure client satisfaction and a high level of service quality
- Follow up and implement improvements as needed
- Stay on top of the latest trends, opportunities and best practices in the field
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- A representative’s certificate for group annuity plans issued by the Autorité des marchés financiers (AMF) in Quebec, or be in the process of obtaining one
- Advanced proficiency of French, both oral and written
- Advanced proficiency of English, both oral and written
- Knowledge of group retirement plans
- Action oriented, Business insight, Complexity, Customer Focus, Differences, Interpersonal Savvy, Nimble learning
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Accommodations at any stage in the recruitment process