Account Executive

2 weeks ago

Calgary, Canada Sun Life Full time

Job Description :Role Summary:The Account Executive, SunAdvantage Group Benefits is responsible for the profitable management of a portfolio of group benefits business in the Vancouver office in the 3 to 49 life group market. This is done by understanding the advisors needs, effectively communicating Sun Life Financial's value proposition, products and services, and keeping advisors informed of changes impacting benefit. What will you do?Relationship manager for advisors (consultants and brokers) and responsible for the overall client relationship with Sun Life FinancialMeeting annual financial objectives and the growth and profitability of an assigned block of businessManaging the relationship with assigned advisors, including training and new business developmentEnsure client/advisor needs are met through the delivery of value-added products and servicesWhat do you need to succeed?2-5 years proven selling experienceIntegrity, customer focus, strong leadership skills and the ability to work successfully in a team environmentStrong negotiation, analytical and influencing skillsSelf-starter and results orientedExcellent presentation, interpersonal and communication skillsAdept at juggling multiple prioritiesFlexible work schedule and be prepared to travel as needed. A substantial amount of time will be spent meeting with Advisors. Most travel is done in regular business hours within a two hour driving radiusIncumbent must obtain their GBA designation within the first 2 years of employmentValid drivers license and access to a vehicle is requiredWhat will be nice to have?Knowledge of group benefit plan design including underwriting and financial management, technology and Internet applications, benefit and plan taxation, communications and administration procedures, claims practices, government legislation and current developments in the benefits fieldOngoing professional development and group industry (Advocis, local seminars etc.) involvementWhat’s in it for you?A competitive salary and bonus program, based on market scaleA flexible group insurance program starting on your first day of work to meet your needs and those of your family.Time off that allows you to focus on the moments that matter most.Our Share Ownership Program gives you the opportunity to invest in Sun Life while benefiting from employer matching contributions.We are proud to be included in Great Place to Work's 2025 list of Canada's Best Workplaces.A warm, supportive, and inclusive culture.

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