National CADA Client Service Specialist

Canada Life

Jan 10, 2025

Applications are closed

Job
Full-time
Senior Level
Sales & Business Development
Marketing
Toronto

Requirements

Business related degree or equivalent combination of education and experience.
A high degree of commitment and professionalism is expected including the attainment of professional industry-related designations such as the completion of the Certificate in Group Benefits in the Certified Employee Benefit Specialist program, or equivalent plus any legislative requirements.
Extensive knowledge and experience in group products and services, underwriting, sales process and distribution.
Strong team player and field-focused with excellent relationship management skills; engaging and enthusiastic including an ability to build rapport and relationships that require an outgoing, poised and persuasive communication style.
Strong leadership, influencing and sales skills; goal-oriented, self-assured and confident with a particular focus on achieving results that align with strategic goals.
Strong mathematical and analytical skills.
Decision-making and problem-solving that is focused on implementing practical, timely solutions – getting things done quickly and an ability to handle a variety of activities.
A quick and thorough learner who can adapt to changing conditions and the ability to work and act independently.
Fluency in French will be considered an asset.
The position will be located in Winnipeg or Toronto but other locations will be considered, and will require travel to other parts of the country on CADA plan business.

Responsibilities

Accountable for supporting CADA 360 sales, financial and service results – balanced scorecard; sales/profitability, persistency, # of plans, lives, service and positive reserve position.
Develop and implement an annual plan with specific strategies and tactics to grow the plan and taking into account client requirements for the coming year;
Monitor new business investment including recommendations ways to enhance sales
Review/monitor historical sales results, close ratios, natural growth, establishing prospective sales/premium, persistency, etc. with regular review with client
Foster a client centered culture: Maintain strong relationship and collaboration with the client and their advisors on an ongoing basis; Develop and maintain strong relationships with lead CADA account managers across the country.
Provide information and education to CADA and potential CADA advisors on the plan;
Provide support and advice to CADA advisors on marketing opportunities within their current block of dealer clients.
Project management: assist in development and implementation of national product launches, creating positioning and compelling marketing strategies and tactics to promote service support programs with CADA, the CADA marketing team and CADA National Account Manager.
Strategic planning: meet with CADA leaders on a monthly basis, review results and determine any strategic initiatives that will assist with sales and retention growth.
Meeting planning and participation: prepare and participate in regular CADA meetings, Dealer Trustee Committee and Advisory Council meetings.
Liaison between CADA and Head Office departments: maintain connections with CADA, dealers, advisors as well as the sales and service team, assist with meetings and promotions.
National service responsibilities: provide support to the national service team through development of training and resources, communications and just-in-time reference and support to inquiries.
Service new and inforce groups: maintain and support a small block of clients which includes finalist meetings, training, employee meetings and promotions of new offerings.

FAQs

What is the primary responsibility of the National CADA Client Service Specialist?

The primary responsibility is to handle national marketing, promotion, and communication for the Canadian Automotive Dealers Association (CADA), along with maintaining client and advisor relationships.

What qualifications are required for this position?

A business-related degree or an equivalent combination of education and experience is required, along with a strong knowledge of group products and services, underwriting, and sales processes.

Is travel required for this role?

Yes, the position requires travel to different parts of the country for CADA plan business.

What kind of compensation can I expect in this role?

The base salary for this position ranges from $54,500 to $81,800 annually, with additional variable compensation components such as bonuses and commissions based on performance.

Are there opportunities for career advancement in this position?

Yes, there are excellent advancement opportunities available, including potential progression into management roles.

What skills are important for success in this role?

Strong influencing and sales skills, relationship management skills, leadership abilities, mathematical and analytical skills, and a focus on achieving results aligned with strategic goals are important for success.

Is fluency in another language beneficial for this position?

Yes, fluency in French will be considered an asset for this role.

How can I apply for this position?

You can apply for this position by submitting your application through the recruitment portal, as all applications are reviewed on a rolling basis.

Will training and resources be provided for this role?

Yes, support and resources for training will be provided as part of the national service responsibilities.

What kind of culture can I expect in this workplace?

Canada Life promotes a diverse and inclusive workplace culture that values individual backgrounds, perspectives, and talents, offering support for both career growth and overall well-being.

Canada Life

Helping Canadians improve their financial, physical and mental well-being.

Finance

Industry

10,001+

Employees

1847

Founded Year

Mission & Purpose

At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do. That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities. Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.