Consultant, GRS

People Corporation

$80K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in retirement, pension, or group savings industry, preferably client-facing
  • Proven relationship-building and exceptional client service skills
  • In-depth knowledge of group retirement programs, investments, and regulatory requirements
  • Strong problem-solving skills with a focus on client needs
  • Excellent communication and presentation abilities
  • Strong organizational skills to manage multiple priorities
  • Undergraduate degree in Business, Finance, or related preferred
  • LLQP license required or willingness to obtain within 90 days of hire

Responsibilities

  • Maintain and service a block of group retirement clients through proactive engagement
  • Drive sales within assigned clients and identify new opportunities
  • Support growth targets through cross-sales initiatives
  • Open client doors for additional People Corporation services and solutions
  • Respond to inquiries about plan design, governance, and best practices
  • Build strong client relationships to enhance retention and satisfaction
  • Prepare meeting materials, governance documentation, and track action items
  • Monitor market trends and maintain technical expertise in retirement topics

Benefits

  • Opportunity to learn from industry experts
  • Comprehensive extended health and dental plans
  • Retirement savings plan with company contributions
  • Health & Wellness offering suite
  • Mental health programs for employees and their families
  • Support for industry designation completion
Full Job Description
The GRS Consultant will support business growth and client retention through strong knowledge of group retirement solutions and the ability to build and maintain meaningful client relationships. This individual is committed to delivering a positive and memorable client experience and thrives in a collaborative and dynamic environment.


The Consultant, GRS will:
  • Maintain and service an assigned block of group retirement clients through proactive consulting and relationship management

  • Sales via marketings within an assigned block of GRS clients and other sales opportunities as assigned by the Senior Director, Sales like marketings for partner firms with GRS clients and new client opportunities.

  • Support the Retirement practice in meeting and exceeding its annual growth targets by supporting cross-sales initiatives like ICPP and IFS.

  • Support Group Solutions sales by opening doors to your assigned block of clients for other People Corporation services, solutions, and products.

  • Respond to general and technical inquiries related to plan design, legislative requirements, governance, investments, taxation, and retirement industry best practices

  • Develop strong client relationships to support high client retention and satisfaction levels

  • Participate in finalist meetings and support the acquisition of new business opportunities

  • Prepare client meeting materials, presentations, governance documentation, and follow-up meeting summaries including tracking and execution of action items

  • Develop and maintain governance processes and service models for retirement plan clients

  • Support special projects, webinars, member education sessions, and initiatives designed to enhance the client experience

  • Maintain accurate client records and key information within internal systems and databases

  • Ensure all client-facing materials comply with corporate branding standards and applicable regulatory or professional requirements

  • Monitor market trends, pricing, products, services, and industry developments within the retirement and savings landscape

  • Maintain and continuously develop technical expertise related to retirement legislation, taxation, investments, governance, compliance, and industry trends

  • Participate in ongoing professional development through industry education, workshops, and continuing education opportunities


To be successful as a Consultant, GRS with People Corporation, you will need:

  • Minimum 5 years of experience within the retirement, pension, or group savings industry, ideally in a client-facing or advisory role

  • Proven ability to build and maintain strong business relationships and deliver exceptional client service

  • Strong knowledge of group retirement programs, investments, governance, taxation, and regulatory requirements

  • Ability to identify client needs and develop practical, solution-oriented recommendations

  • Excellent interpersonal, verbal, written, and presentation skills

  • Strong organizational and time management skills with the ability to manage multiple priorities effectively

  • Professional and confident communicator in both internal and external interactions

  • Undergraduate degree in Business, Finance, or a related field is preferred

  • RPA, CEBS, or other industry designations are considered an asset

  • LLQP license required or willingness to obtain within 90 days of hire

  • Willingness to travel as required


What's in it for you:

  • Learn by working alongside our experts

  • Extended health care and dental benefits

  • A retirement savings plan with company contributions

  • A suite of Health & Wellness offerings

  • Mental Health programs and support for you and your family

  • Assistance for the completion of industry designations

  • Competitive compensation




The base salary for this position is between $80,000 - $120,000 annually.

This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role. 

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