Account Executive, Investments
2 weeks ago
**Account Executive, Investments**:
**Location: Hybrid - Montreal**:
- Empire Life is looking to hire an Account Executive to join our Retail Distribution team
**Why pursue this opportunity**Our mission -**to make insurance, investments and benefits simple, fast and easy for our customers.-
**Join a transforming business -**we are a medium-sized Canadian company in a stable industry which is rapidly transforming.-
**Play an integral role**:
- this is an opportunity that allows you to develop your skills, while directly contributing to the business unit you are a part of.-
**Deliver excellence -**provide a personal, accurate, professional, and courteous service and resolution to our customers.**What you’ll be working on**Conduct regular and targeted face-to-face and virtual meetings with our partners
- to gain an in-depth understanding of their unique business needs in order to advise on business strategies, sales concepts and revenue generating ideas, and to promote the features and benefits of Empire Life’s investment products.-
Leverage a strong competitive drive to uncover and influence sales opportunities and share in-depth knowledge and experience in the Canadian investment market to support defined sales goals.-
Represent the Empire Life brand with strategic account management to drive sales and ensure retention of existing business in the investment markets.-
Drive and influence sales decision and retention in the investment market to achieve defined sales targets; proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to branches, agents, and decision makers.-
Use a consultative approach during regular face-to-face and virtual meetings with our partners to uncover needs, promote features and benefits of Empire Life’s investment and/or insurance products, and assist in providing financial solutions for clients, adhering to Empire Life’s prescribed sales process.-
Manage case development, liaising with internal partners, to ensure product mix meets underlying needs.-
Leverage cross-channel sales opportunities by proactively referring business to appropriate internal insurance and/or investment partners. -Organize, and participate in business and appreciation events, industry events and leveraging appropriate internal resources for support.-
Build and maintain exceptional knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for investments and insurance.**What we’re looking for you to have**:
3+ years’ face-to-face sales experience in financial services-
In-depth knowledge and understanding of investment and insurance products -Sound understanding of regulatory and compliance issues-
Established network in the financial services industry-
LLQP (or willing to complete upon employment-
Bilingualism (French & English) is required-
English is required for communicating with English speaking customers, advisors, or employees across Canada.-
Exceptional relationship building skills, collaboration and interpersonal skills-
Excellent influencing and presentation skills-
Excellent organization, prioritization and time management skills-
Excellent written and verbal communication skills-
Strong integrity and leadership skills with sound judgment and decision making-
Undergraduate degree required; business major, an asset
**Beyond the salary**:
- For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
Competitive salaries with annual pay increases-
Annual bonus program, which recognizes both strong company performance and individual contributions, for non-sales positions-
Competitive uncapped commission, for sales positions-
A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental, and a generous health account-
Flexible work arrangements and an annual allotment of personal health days.-
Four weeks annual vacation from hire date-
A defined contribution pension plan with generous employer matching-
Top up programs for parental leave and compassionate leave-
Employer-sponsored wellness and recognition programs- A cash employee referral program
**Get to know us**:
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Montréal, QC, Canada PSP Investments Full timeABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...
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Montréal, Canada PSP Investments Full timeABOUT US We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal...
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Montréal, Canada PSP Investments Full timeABOUT US We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal...
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Montréal, QC, Canada PSP Investments Full timeABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...
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