Group Account Executive

7 months ago

Ontario, Canada Equitable Full time

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable today.

**Position Title**: Group Account Executive

**Reports To**: Group Sales Vice President, Eastern Canada

**Department**: Group

**Term**: Permanent Full-Time

**Location**: Greater Toronto Area (GTA)

**Work Arrangements**: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

**The Opportunity**: As the Group Account Executive, you will be responsible for new business sales and the profitable management of a portfolio of group benefit clients, specifically supporting our advisor partners.

**What you will be doing**:

- Sell Equitable group products & services by using modern selling techniques and developing strong partnerships with clients, advisors, and TPA's
- Find and develop new partnerships with advisors not yet working with Equitable
- Conduct financial negotiations with clients and advisors to ensure the assigned block of business renews profitably each year
- Overall responsibility for developing client/advisor relationships, understanding their needs, teaching, and delivering on their service expectations
- Regularly meet with our advisor partners in person. Regular Travel within your region and travel multiple times per year head office will be required.
- Act as a go-to resource for sales strategies, marketing, product, and support for advisors, clients and TPA’s
- Leverage the unique differentiators of Equitable in your sale messaging
- Identify solutions and opportunities, even when they may deviate from what is requested by your clients/advisors, providing education and guidance as they navigate through the alternatives
- Proactively anticipate the needs of your clients/advisors, providing teaching, consultation, as well as exceeding their service expectations
- Achieve KPI’s including profitably, persistency and sales growth objectives
- Prepare and execute strategic business plans to identify specific opportunities and segment client contacts
- Take ownership of all aspects of the business development function of your business
- Conduct finalist presentation and advisor/client presentations and seminars.
- Maintain professional and technical knowledge by attending educational workshops, reviewing industry publications and establishing your professional network
- Develop strong relationships with internal stakeholders

**What you will bring**:

- 3+ years of experience in successful sales/consulting of group benefits insurance (previous underwriting experience an asset)
- In depth knowledge of group benefit plan design; applicable financial and underwriting principles; and taxation rules as applied to group benefit plans
- Proven leadership and mentoring/coaching skills
- Highly developed communication skills
- Customer focused and able to work successfully as part of a team
- Proven track record of using insights, negotiation and influencing skills to drive sales
- Valid drivers license in good standing and access to a vehicle to travel within the territory (GTA Ontario)
- GBA/CEBS designation is an asset

**What’s in it for you**:

- A high-performance and rewarding culture and experience
- Annual vacation allowance, and company-paid benefits program
- Car allowance and work travel expense program
- Immediate enrollment into the company’s pension program with employer matching
- Discounts on company products and service and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

- Provide two professional references (minimum one supervisor and above)

To learn more about Equitable, we encourage you to explore our organization.

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