Account Management Executive-Remote
5 days ago
Account Executive, Insurance Location: Remote in Alberta
Empire life is looking to hire an Account Executive, Insurance to join our Retail Distribution team
Our mission - make insurance, investments and benefits simple, fast and easy for our customers.
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.
Conducting regular and targeted face-to-face meetings with Distribution Partners, to gain an in-depth understanding of their unique business needs in order to advise on business strategies, sales concepts and revenue generating ideas, and to promote the features and benefits of Empire Life’s insurance products.
Representing the Empire Life brand with strategic account management to drive sales and ensure retention of existing business in the insurance market
Driving and influencing sales decisions and retention in the insurance market to achieve defined sales targets; proactively seeking opportunities to initiate and build new relationships in untapped markets and gain access to Distribution Partner firms, branches and decision makers
Conducting regular face-to-face meetings with Distribution Partners using a consultative approach to uncover needs, promote features and benefits of Empire Life’s insurance products, and assist in providing financial planning solutions for clients, adhering to Empire Life’s prescribed sales process insurance
Managing case development, liaising with internal partners, such as Tax & Estate Planning, to ensure product mix meets underlying needs
Leveraging cross-channel sales opportunities by proactively referring business to appropriate channels.
Applying strategic territory and account management principles to build a comprehensive annual business plan in collaboration with Senior Management and the Sales team to achieve sales objectives, and execute business plan, monitoring activity and reassessing regularly
Organizing, and participating in business and appreciation events for Distribution Partners, leveraging appropriate internal resources for support
Gathering market intelligence and share internally as appropriate
Providing regular feedback on support team performance as well as specific input to performance reviews and development plans
Managing expenses within assigned budget
Educating and directing Distribution Partners by initiating opportunities to present sales and marketing seminars, provide one-on-one education on business strategies, sales concepts, revenue generating ideas and Empire Life’s insurance products and their benefits and features
Identifying and reporting potential compliance risk issues that may become apparent through regular contact with Distribution Partners
Attending industry events, representing and promoting the Empire Life brand; uphold the Empire Life brand within the community at large
Building and maintaining exceptional knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for insurance
Managing personal growth and development by leveraging strengths and identifying and acting on development opportunities
5+ years face-to-face sales experience in financial services
~ In-depth knowledge and understanding of the Canadian broker and advisor channel and insurance products and their application in financial planning
~ In-depth knowledge of insurance related products including universal and whole life products and segregated funds and their application in creating solutions for financial and estate planning needs
~ In-depth knowledge of financial planning tools
~ Sound understanding of regulatory and compliance issues
~ Established network in the financial services industry
~ Excellent influencing and relationship building, presentation, organization, prioritization and time management skills
~ Proficiency with MS Office (Excel, Word, PowerPoint)
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
Annual bonus program, which recognizes both strong company performance and individual contributions
Competitive uncapped commission for sales positions
A comprehensive employer-funded benefits package that includes life insurance, disability, health and dental and a generous health account
Flexible work arrangements and an annual allotment of personal health days.
A defined contribution pension plan with generous employer matching
We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process.
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