Group Account Executive

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity:
At Equitable, we believe great things happen when we work together. We're a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you're passionate about making a difference and growing your career in an inclusive and collaborative environment, we'd love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

Equitable has a job opportunity in Ontario for a Group Account Executive (GAE). The GAE is an important and strategic role that has a meaningful impact. The GAE is responsible for new business sales and the profitable management of a portfolio of group benefit client. We are looking for someone with a passion for group benefits who genuinely cares for their clients/advisors and has an entrepreneurial spirit.

Join one of the region's top employers and be part of something that truly makes a difference.

Work Arrangements:
You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment. The Group Account Executive is also required to travel regularly within the assigned region.

Please note, that while this is a remote job, meaning you will work from home, this candidate is required to live in Ontario, preferably Ottawa/Kingston or surrounding areas.

What you'll do:

• Pre-sell Equitable group products & services by using modern selling techniques and social selling.
• Find and develop new partnerships with advisors not yet working with Equitable.
• Regularly meet with our advisor partners in person. Regular Travel within your region and travel multiple times per year to head office will be required.
• Profitably manage and renew the inforce block of business that you built.
• Act as a go-to resource for sales strategies, marketing, product, and support for advisors, clients and TPA's.
• Leverage the unique differentiators of Equitable in your sales messaging.
• 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 profitably 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 advisors to ensure the assigned block of business renews profitably each year.
• Conduct finalist presentation and advisor/client presentations and seminars.
• 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'll bring:

• A passion for the group benefits industry with 3+ years of experience in successful sales/consulting of group benefits insurance (previous underwriting and/or service experience an asset)
• Ability to thrive in a fast-paced evolving environment on your own while also collaborating effectively as part of a virtual team; work well under pressure and can stay focused on your priorities by identifying want's important over what's urgent.
• Demonstrated current in-depth knowledge of group benefit plan design; applicable financial and underwriting principles; and taxation rules as applied to group benefit plans
• 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.
• Demonstrated track record of using insights, negotiation and influencing skills to drive sales
• Critical and proactive mindset
• PC literacy with strong Microsoft Office, email, virtual meeting, social media, and searching skills. Prior familiarity with group benefit web-based applications is an asset.
• Valid drivers' license and ability to travel within the territory is required.
• GBA/CEBS Designation is an asset, must complete the GBA within two years of hire.

What's in it for you:

• Career Growth: Regular learning sessions and development opportunities
• Total Rewards: Competitive sales incentive program, car allowance, work travel expense program, annual salary reviews, employer-paid benefits and pension matching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a "dress for your day" approach

At Equitable, we're committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at We're happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible a sales incentive program, plus a wide range of competitive benefits.

If you're selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what's included.

Reports To:
Group Sales Vice President, East

Department:
Group

Term:
Permanent Full-Time

Location:
Ottawa/ Kingston/ Northern ON

This position is open because of an existing vacancy, and we're looking forward to finding the right person to join our team.

As part of the recruitment process, you will need to go through background screening, as per our company policy.