Account Executive, National Accounts Managing

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The National Accounts Managing Account Executive is responsible for business development, client retention and the profitable management of a portfolio of group clients in the Calgary sales office. While not directly responsible for new sales, promotional activity and relationship management with advisors and consultants based in the Prairies Region is required. There are annual growth, retention, execution and profitability targets for this role.
Responsibilities:

• Main Sun Life contact for clients, responsible for the overall client relationship with Sun Life
• Responsible for the growth and profitability of an assigned block of business
•  Manage the relationship with associated advisors and consultants
• Ensure client/advisor needs are met through the delivery of value-added products and services

Requirements:

• Extensive experience (5 or more years) in group insurance (sales, underwriting or consulting)
• Minimum of 3 years proven client relationship success in the group market
•  Possesses a valid driver’s license and access to a vehicle

Skills:

• Ability to build and sustain relationships with clients and consultants
• Strong group insurance financial management capability relating to the various funding arrangements and drivers of profitability
• Experience working with clients and executives within the client organization as well as with plan advisors
• Knowledge of group benefit plan design including flexible benefit plans, 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 field
• Integrity, customer focus, strong leadership and the ability to work successfully in a team environment
• Strong negotiation and analytical skills
• Interpersonal savvy
• Self-starter and results oriented
• Excellent presentation, interpersonal and communication skills
• Adept at project management and handling of multiple priorities

Assets:

• University degree
• Professional designation such as CEBS

Notes/Unique Requirements:
Small amount of travel may be required with occasional overnight travel

This job description is only posted in English since the geographic work location is within a region that requires a high level of profienciency in English.

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

78,000/78 000 - 128,000/128 000

Job Category:

Sales - SIP

Posting End Date:

14/03/2025