Director of Client Connections

Job Details

Are you a strategic thinker with a passion for fostering meaningful business connections? Covello Financial Group, a prominent financial services brokerage firm in Western Canada, is seeking a dynamic Director of Client Connections to join our team. In this role, you will be instrumental in enhancing our clients’ experience by facilitating connections, promoting growth opportunities, and elevating our value proposition beyond traditional insurance services.

If you are a proactive and innovative professional ready to redefine the role of insurance broker and contribute to the growth of our clients, we invite you to apply.

To apply, please submit your resume and cover letter to tracey@covellofinancial.com.

Covello Financial Group is an equal-opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Responsibilities

Client Engagement and Relationship Building:

Develop a deep understanding of our clients’ products, services, and business objectives across Western Canada.
Build strong relationships with key client contacts to become a trusted advisor and extension of their business development teams.

Internal Networking and Collaboration:

Identify opportunities for clients within our network to collaborate, share resources, and explore synergies.
Foster connections among clients to facilitate business growth, partnerships, and mutually beneficial opportunities.

Client Needs Assessment:

Conduct comprehensive assessments of clients’ business development needs and growth aspirations.
Collaborate with internal teams to tailor solutions that align with clients’ strategic objectives.

Value-Added Services:

Propose and coordinate value-added services, events, and initiatives that contribute to the success of our clients.
Act as a liaison between clients and our internal service teams to ensure seamless delivery of additional services.

Client Advocacy:

Advocate on behalf of clients within the organization to ensure their needs are considered in the development of new products or services.
Provide insights to enhance our overall client experience.

Performance Measurement:

Develop key performance indicators (KPIs) to measure the success and impact of client connections initiatives.
Regularly evaluate and report on the effectiveness of business growth strategies.

Skills & Qualifications

Proven experience in client-facing roles with a focus on relationship building and business development.
Strong understanding of financial services, insurance, and related industries.
Exceptional interpersonal and communication skills.
Strategic mindset with the ability to identify and capitalize on business opportunities.
Willingness to travel within Western Canada as needed.

Perks

Competitive salary with performance-based incentives.
Comprehensive benefits package, including group benefits and retirement plans.
Opportunities for professional development and career advancement.

Contact Us

You’re one click away from a team with years of experience. We’re here. We’re ready to help. Let’s connect and see if we’re right for you.

Manitoba

145 Brittany Drive, Winnipeg, MB R3R 3T1
Phone: 204-881-2591

Ontario

1-815 Fort William Road,
Thunder Bay, ON P7B 3A4
Phone: 431-278-9950

British Columbia

4040 Casorso Road,
Kelowna, BC V1W 4N6
Phone: 250-801-4496

Saskatchewan

904 4th Ave N Saskatoon, Saskatchewan, S7K 2N6
Phone: 306-502-4321

Alberta

5114-10310 102 St NW, Edmonton, Alberta T5J 0K5
Phone: 587-507-4181

Service Line

Helpful Links

The information on this website is intended for residents of Manitoba, Ontario, Saskatchewan, Alberta & British Columbia only.
* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.
Insurance products, including segregated fund policies are offered through Covello Financial Group Inc., and Investment Representative John Covello offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.
Legal, Copyright and Trademark information.
Freedom 55 Financial is a division of The Canada Life Assurance Company.
Freedom 55 Financial and design are trademarks of The Canada Life Assurance Company.
Click here to view legal, copyright and trademark information.
Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, are trademarks of Quadrus Investment Services Ltd. used with permission.

Website Designed by Compass Marketing