Myflex Account Executive

1 month ago

Waterloo, Canada Equitable Full time

At Equitable Life of Canada, 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 Life today.

**Position Title**: myFlex Account Executive

**Reports To**: VP Group Sales, Western Canada and myFlex Benefits

**Department**: Group

**Term**: Permanent Full-Time

**Location**: Ontario

myFlex Benefits is a unique and exciting product that enables small and medium sized businesses to offer their employees a defined contribution, cafeteria style benefits plan. It's the kind of flexible plan that used to only be available to large companies and is unique in the marketplace.
Tell us in your cover letter why you believe you are the best person to help us build this sales territory

**What you will be doing**:

- Sell Equitable Life myFlex Benefits by using modern selling techniques and social selling
- Leverage the unique differentiators of our myFlex product in sales messaging
- Integrate our myFlex sales and marketing tools into various advisor distribution strategies
- Find and develop new, deep partnerships with advisors not yet working with Equitable Life
- Profitably manage and renew a successful block of inforce business
- Regularly meet with our advisor partners in person. Travel will be required
- Act as a go-to resource for sales strategies, marketing, product, and support for advisors
- 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 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 financial negotiations with clients and advisors to ensure the assigned block of business renews profitably each year
- Conduct finalist presentation and advisor/client presentations and seminars.
- Provide enrollment support at the client level (i.e. client enrollment and member education meetings
- 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**:

- A passion for the group benefits industry with 2-5 years experience within the industry in various roles
- Previous AE and Sales experience is an asset
- To thrive in a fast-paced environment, you work well under pressure
- Knowledge of group benefit plan design; applicable financial and underwriting principles; and taxation rules as applied to group benefit plans
- To be ambitious and take initiative. As a remote position you’ll need the ability to thrive on your own while also collaborating effectively as a virtual team
- Strong interpersonal skills
- Two-way communication: excellent active listening and ability to communicate in a way that is understandable according to your audience
- Polished presentation skills including virtual presentations and finalist meetings
- Valid drivers license and ability to travel within the territory and occasionally to head office is required
- GBA/CEBS Designation is an asset, must complete within two years of hire

**What’s in it for you**:
Equitable Life is not your typical insurance company. As a mutual, we provide financial security differently by focusing exclusively on our clients. In group benefits, we live by our service first guiding principals: empathy, expertise, easy to do business with, ownership and fair treatment.
- 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 Life, we encourage you to explore our organization.

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