Pension Associate & Educator

Group BenefitsFull TimeHalifax, NS

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Selectpath Benefits & Financial Inc. works in partnership with our clients to guide them along “the Right Path” to financial security and success by implementing customized solutions through innovation, excellence and integrity. Our team of industry experts specializes in benefits and pension, personal and corporate financial planning, and human resources management. Our services offer a comprehensive, hands-on approach to managing your short and long-term goals.


Salary range: $60,000-$70,000/year


RESPONSIBILITIES:

  • Coordinate, administer and execute pension related activities
  • Provide prompt and accurate answers to group savings questions
  • Provide quality service to clients and insurance carriers by handling administrative inquiries via telephone and e-mail
  • Establish and maintain strong working relationships with clients and insurance carriers
  • Prepare regular investment performance updates for each client. Including quarterly reports and annual reviews.
  • Negotiate fees with carriers as required
  • Prepare Request for Proposals to receive fee pricing and fund offerings from various insurance carriers, as well as reports on findings
  • Participate in finalist meetings as required
  • Work with discretion regarding sensitive and confidential information
  • Create, facilitate and coordinate employee presentations (both live and virtual) to educate plan members on the programs available and handle employee questions during and after presentations
  • Collect and analyze survey data in response to presentations to improve
  • Maintain accurate and complete client benefits databases, files and records, and update information as necessary
  • Act as backup for other Associates (both benefits and savings) and work as a part of the team
  • Identify gaps and/or liabilities in plan governance. Provide recommendations to the consultant as needed
  • Present a positive and professional image of the company to clients and insurance carriers
  • Other duties as assigned

REQUIREMENTS:

  • 2-3 years of experience in client service role
  • Acceptable credit score required
  • Bachelor of Arts (BA) required
  • Willingness to obtain Certified Employee Benefit Specialist (CEBS)
  • High level proficiency in Microsoft Office especially PowerPoint
  • High level of proficiency with Survey Monkey, Google Forms, and Microsoft Forms
  • Excellent communication skills
  • Strong adult education capabilities
  • Must have excellent time management, presentation, and diplomacy skills
  • Understanding of benefits and financial planning
  • Understanding and affinity to the principles of wellness
  • Access to a vehicle with clean driving record

We truly thank all applicants for their interest in Selectpath, however, only qualified candidates will be contacted. No phone calls please.


Selectpath is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other legally protected factors.


Upon request, Selectpath will make accommodations available to applicants throughout the recruitment and hiring process.