Account Executive
4 weeks ago
Company Overview
CLIC is a leading Canadian financial services co-operative dedicated to driving a sustainable and resilient society. Our team is essential to delivering on this strategy, and we prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and live our purpose.
The Opportunity
We are seeking a highly motivated and results-driven Account Executive to join our Group Benefits team. As a key member of our sales team, you will be responsible for driving new business sales by establishing and developing long-term relationships with broker distribution partners. You will also be accountable for client retention through cultivating and strengthening relationships to achieve mutual benefit for all stakeholders.
Key Responsibilities
- Enhance existing broker distribution relationships to identify new group benefits opportunities
- Initiate and build new relationships in untapped broker and consultant markets to gain access to new group benefits opportunities
- Drive growth through the addition of new sales and retention of existing clients
- Conduct meetings with business partners to uncover needs and promote the benefits and features of our group insurance products
- Build exceptional knowledge and understanding of current market trends, competitive landscape, competitor product lines, and internal sales process and practices for group benefits products
- Coach and develop partners, including initiating opportunities to present sales seminars and providing one-on-one education on business strategies, sales concepts, and revenue-generating ideas
- Support the business strategy by planning and working in partnership with operational functions to develop and present proposals
Requirements
- Track record of successful group insurance sales experience
- Experience in the financial services industry in a wholesaler capacity
- Post-secondary education in a related discipline or completion of one of the following designations: Certified Employee Benefit Specialist (CEBS), or Group Benefits Associate (GBA), Life License Qualification Program (LLQP)
- Expert knowledge of group benefits principles, practices, and products and demonstrated ability to develop new business opportunities
What We Offer
- Training and development opportunities to grow your career
- Flexible work options and paid time off to support your personal and family needs
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture
- Paid volunteer days to give back to your community
- In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension, and benefits (health and wellness, dental, disability, and life coverage), mental health support, and an employee assistance program
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