Regional Account Executive

1 month ago

Vancouver, Canada Canada Life Assurance Company Full time

**Job Description**:
We’re looking for a
**Regional Account Executive** to play an integral role with our Canada Life team. In this fast-paced, results-driven environment, you’ll provide general practice management support to aligned Advisors within a region, identify strategies and opportunities to better operate their practice, become more productive and grow their practice. You will ensure specialist practice management resources are pulled in as needed to complement coaching support and help deliver the region’s sales and asset growth targets.

**What you will do**
- Be the primary relationship manager for a group of Financial Advisors
- Serve as the go-to Canada Life point of contact for Advisors, building long term relationships; be the conduit between maximizing business opportunities and advisor advocacy
- Uncover Advisor needs, identify opportunities for sales growth based on knowledge of product and service offerings and quickly work to reduce and resolve advisor/client obstacles
- Remain connected with Advisors to gain feedback and gauge how impactful Canada Life campaigns, communications, products, and services are in meeting Advisor needs
- In partnership with the Regional Director and/or Regional Vice-President, create and execute compliance and annual business development plans within budget to achieve sales targets and minimize compliance risk
- Provide exceptional practice management coaching with aligned Advisors, in support of Canada Life and regional strategies
- Coach and mentor aligned advisors on practice development, annual business planning and marketing strategies, incorporating digital technology to drive business performance and satisfy client needs
- Champion Canada Life’s overall strategic direction with advisors; achieve annual sales targets, increase the number of aligned Advisors and firms in the region, and maximize productivity of existing aligned advisors
- Active participant within the recruiting, match making and teaming initiatives with the Advisor Talent team, Advisors, and Business Development Advisors

**What you will bring**
- 5+ years of financial services experience, including knowledge of life insurance investments and group benefits
- Balanced and skilled approach as both a practice and relationship manager
- Sales coaching and practice development expertise
- Strong Advisor credibility and interpersonal skills to lead through influence, and inspire Advisors to adopt changes to accelerate growth
- Appetite and aptitude for continuous learning and upgrading your skills across dimensions of financial planning expertise, business growth strategies and operational effectiveness
- Ability to lead teams in a matrixed organization
- CFP and CLU would be considered assets

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

**We are one of Canada's top 100 employers**
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee _
- has the opportunity to_
- reach their potential._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**

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