Account Executive, Investment

4 weeks ago

Calgary, Alberta, Canada Empire Life Full time

Account Executive, Investment

(Location: Remote in Western Canada, preferably Alberta)

Empire life is looking to hire an Account Executive, Investment to join our Retail Distribution team

Why pursue this opportunity

  1. Our mission - to make insurance, investments and benefits simple, fast and easy for our customers.
  2. Join a transforming business - we are a medium-sized Canadian company in a stable industry which is rapidly transforming.
  3. Play an integral role - this is an opportunity that allows you to develop your skills, while directly contributing to the business unit you are a part of.
  4. Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.

What you'll be working on

  • Conduct regular and targeted face-to-face and virtual meetings with our Distribution Partner - World Financial Group - 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 investment products.
  • Leverage a strong competitive drive to uncover and influence sales opportunities and share in-depth knowledge and experience in the Canadian investment market to support defined sales goals.
  • Represent the Empire Life brand with strategic account management to drive sales and ensure retention of existing business in the investment markets.
  • Drive and influence sales decision and retention in the investment market to achieve defined sales targets; proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to World Financial Group branches, agents, and decision makers.
  • Use a consultative approach during regular face-to-face and virtual meetings with Distribution Partner - World Financial Group to uncover needs, promote features and benefits of Empire Life's investment and/or insurance products, and assist in providing financial solutions for clients, adhering to Empire Life's prescribed sales process.
  • Manage case development, liaising with internal partners, such as Tax & Estate Planning, to ensure product mix meets underlying needs.
  • Leverage cross-channel sales opportunities by proactively referring business to appropriate internal insurance and/or investment partners.
  • Apply 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.
  • Organize, and participate in business and appreciation events for World Financial Group, industry events and leveraging appropriate internal resources for support.
  • Build and maintain exceptional knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life's defined sales process and practices for investments and insurance.

What we're looking for you to have

  • 5+ years' face-to-face sales experience in financial services
  • In-depth knowledge and understanding of World Financial Group, investment and insurance products and their application in financial planning
  • In-depth knowledge of segregated funds, working knowledge of insurance related products, including term and whole life products, and their application in creating solutions for financial and estate planning needs
  • Sound understanding of regulatory and compliance issues
  • Established network in the financial services industry, including World Financial Group
  • LLQP and one of the following required: CFA, CLU, CFP, CIM, FMA, ChFC, RHU
  • Exceptional relationship building skills, collaboration and interpersonal skills
  • Excellent influencing and presentation skills
  • Excellent organization, prioritization and time management skills
  • Excellent written and verbal communication skills
  • Strong integrity and leadership skills with sound judgment and decision making
  • Undergraduate degree required; business major, an asset
  • Proficiency with MS Office (Excel, Word, PowerPoint)
  • If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

  • Competitive salaries with annual pay increases
  • Annual bonus program, which recognizes both strong company performance and individual contributions, for non-sales positions
  • Competitive uncapped commission, for sales positions
  • A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental, and a generous health account
  • Flexible work arrangements and an annual allotment of personal health days.
  • Four weeks annual vacation from hire date
  • A defined contribution pension plan with generous employer matching
  • Top up programs for parental leave and compassionate leave
  • Employer-sponsored wellness and recognition programs
  • A cash employee referral program

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.

Get to know us

Empire 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.

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