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Account Executive, Insurance

2 months ago

Alberta, Canada Empire Life Full time

Account Executive, InsuranceLocation: Remote in AlbertaEmpire life is looking to hire an Account Executive, Insurance to join our Retail Distribution teamWhy pursue this opportunityOur 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.What you’ll be working onConducting 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 marketDriving 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 makersConducting 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 insuranceManaging case development, liaising with internal partners, such as Tax & Estate Planning, to ensure product mix meets underlying needsLeveraging 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 regularlyProviding input into internal business strategy and planningOrganizing, and participating in business and appreciation events for Distribution Partners, leveraging appropriate internal resources for supportGathering market intelligence and share internally as appropriateProviding regular feedback on support team performance as well as specific input to performance reviews and development plansMaintaining accurate and current records of Distribution Partner activity and current and potential product and revenue generating needsManaging expenses within assigned budgetEducating 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 featuresIdentifying and reporting potential compliance risk issues that may become apparent through regular contact with Distribution PartnersAttending industry events, representing and promoting the Empire Life brand; uphold the Empire Life brand within the community at largeBuilding 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 insuranceManaging personal growth and development by leveraging strengths and identifying and acting on development opportunitiesWhat we’re looking for you to have5+ years face-to-face sales experience in financial servicesIn-depth understanding of Distribution Partner needsIn-depth knowledge and understanding of the Canadian broker and advisor channel and insurance products and their application in financial planningIn-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 needsIn-depth knowledge of financial planning toolsSound understanding of regulatory and compliance issuesEstablished network in the financial services industryCSC or IFIC required with preference to CSCLLQP and one of the following required: CFA, CLU, CFP, CIM, FMA, ChFC, RHUExcellent influencing and relationship building, presentation, organization, prioritization and time management skillsExcellent written and verbal communication skillsProficiency with MS Office (Excel, Word, PowerPoint)Beyond the salaryFor regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:Competitive salaries with annual pay increasesAnnual bonus program, which recognizes both strong company performance and individual contributionsCompetitive uncapped commission for sales positionsA comprehensive employer-funded benefits package that includes life insurance, disability, health and dental and a generous health accountFlexible work arrangements and an annual allotment of personal health days.Four weeks annual vacation from hire dateA defined contribution pension plan with generous employer matchingTop up programs for parental leave and compassionate leaveEmployer-sponsored wellness and recognition programsA cash employee referral programTo learn more about working at Empire Life, visit to know usEmpire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. 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. If you need this job posting in an alternative format or have any accessibility questions, please contact recruitment@empire.ca.