Group Retirement Specialist (Benefits & Retirement)

JOB DESCRIPTION

POSITION TITLE: Group Retirement Specialist  

DATE: October 2026

 Role Overview

PPF Benefits & Retirement is experiencing continued growth and is now focused on strategically expanding our group retirement and pension plan portfolio. We are seeking a results-oriented, relationship-driven Group Retirement Sales Specialist to lead the development, positioning, and delivery of our group retirement solutions.

This role is accountable for driving new business, supporting advisor-led opportunities, and strengthening client retention through strategic plan design and governance excellence. The successful candidate brings both sales acumen and technical expertise, enabling them to confidently lead client conversations, differentiate our offering in the market, and deliver high-quality, compliant retirement solutions.

This is a highly visible role within the organization, critical to achieving our growth objectives and enhancing our reputation as a trusted advisor in the group retirement space.

 General Accountability

The Group Retirement Specialist operates with a service-first, commercially focused mindset, balancing client needs with business growth objectives.

An LLQP license is an asset.  Obtaining an LLQP license will be required within 3 months.  

This role is responsible for:

• Owning and executing on group retirement sales strategy and pipeline development
• Delivering competitive, well-structured proposals that win and retain business
• Acting as a subject matter expert for advisors and clients
• Supporting and strengthening plan governance frameworks and best practices
• Contributing to overall team success through collaboration, innovation, and operational excellence

Success in this role is demonstrated through:

• Achievement of revenue and growth targets
• Strong advisor confidence and referral activity
• High levels of client satisfaction and retention
• Effective pipeline management and conversion rates

 Key Responsibilities

Sales & Business Development

• Own and actively manage a group retirement sales pipeline, including prospecting, qualification, and closing of opportunities
• Support advisors in identifying and advancing opportunities, while also independently driving new business growth
• Develop and execute an annual business plan with clear revenue targets and activity metrics
• Lead and participate in client presentations, finalist meetings, and sales discussions
• Conduct market and competitor analysis to position solutions effectively and differentiate our offering
• Partner with advisors to develop go-to-market strategies that enhance client acquisition and retention

Client Strategy & Plan Governance

• Advise clients on the development and enhancement of plan governance frameworks, including:
• • Roles and responsibilities
  • Fiduciary considerations
  • Monitoring and review processes
  • Decision-making structures
• Provide guidance on investment options, fee structures, regulatory requirements, and member communication standards
• Identify opportunities to improve plan design, efficiency, and overall client value
• Support ongoing client education and engagement strategies

Proposal Development & Implementation

• Lead the development of client proposals, pricing analysis, and market comparisons
• Conduct market surveys and provider evaluations to determine optimal solutions
• Ensure all proposals are accurate, competitive, and aligned with client objectives
• Oversee the implementation process, ensuring a smooth transition from sale to onboarding
• Maintain accountability for documentation accuracy, compliance, and follow-through

Advisor & Internal Collaboration

• Act as a trusted partner to the Advisor Team, supporting both sales and client service delivery
• Collaborate with internal stakeholders to ensure alignment on client strategy and execution
• Support the development of internal processes and best practices to improve efficiency and consistency
• Contribute to continuous improvement of our group retirement offering and service model

Operational Excellence

• Maintain accurate and timely CRM documentation and pipeline tracking
• Ensure all client files and documentation are complete, compliant, and audit-ready
• Manage multiple priorities in a fast-paced, high-accountability environment
• Stay current on industry trends, regulatory changes, and market developments

Working Relationships

• Advisor Team: Partner closely to drive client acquisition, retention, and satisfaction
• Group Retirement Consultant: Align on strategy, pipeline management, and client priorities
• Client Experience Team: Coordinate execution and ensure high-quality service delivery
• External Partners/Providers: Collaborate on plan design, pricing, and implementation

Skills

• Strong sales and business development capability, including pipeline management and closing
• Advanced relationship management and client engagement skills
• Excellent communication and presentation skills (both written and verbal)
• Strong analytical and problem-solving ability, with attention to detail
• Effective project and time management skills, with the ability to manage competing priorities
• Proficiency with Dynamics CRM systems, Microsoft Office Suite, and digital tools (including AI-enabled tools)

Knowledge

• In-depth understanding of group retirement and pension plan products and structures
• Knowledge of plan governance principles, fiduciary responsibilities, and regulatory requirements
• Familiarity with market providers, investment options, and fee structures
• Understanding of sales processes, client lifecycle management, and service delivery models
• Awareness of industry trends and competitive landscape

Behaviors

• Results-driven: Takes ownership of outcomes and consistently delivers on targets
• Client-centric: Prioritizes client needs while balancing business objectives
• Strategic thinker: Sees the bigger picture and aligns actions to long-term goals
• Self-starter: Highly independent, proactive, and motivated to drive success
• Collaborative: Builds strong internal and external relationships
• Accountable: Takes responsibility for quality, accuracy, and follow-through
• Adaptable: Thrives in a dynamic, fast-paced environment with evolving priorities
• Professional presence: Represents PPF Group with credibility and confidence

WORKING CONDITIONS:

Physical Effort: Majority of time is spent in a comfortable position and most activities require a variety of easy muscle movements. Sustained keyboarding with a required ability to sit for extended periods of time

Physical Environment: Environment has only occasional exposure to mild unpleasant or disagreeable conditions with remote possibility of accident or health hazards. Regular travel for business and client meetings required.

Sensory Attention: Work activities involve need to concentrate for intermediate durations and close attention several times daily. Excellent reading comprehension of printed and electronic text required.

Mental Stress: Fast-paced work environment with occasional exposure to one or more mental pressures (e.g. deadlines, needs for accurate, potentially difficult clients or situations).