Large Group Account Executive

Posted 13 Hours Ago
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Toronto, ON
Senior level
Fintech • Payments • Financial Services
The Role
The Large Group Account Executive manages a portfolio of Group Benefits clients, transforming their needs into solutions, and driving business success through sales and relationship management. Responsibilities include growing the client block profitably, communicating client feedback internally, and representing the brand at industry events.
Summary Generated by Built In

As a large group Account Executive, you will manage a diverse portfolio of Group Benefits clients. Working alongside our advisor and consultant partners you will be instrumental in transforming their needs and issues into opportunities to present solutions. These solutions will assist them and our mutual clients in achieving their business, employment, and financial goals. You will leverage your sales and interpersonal skills to drive business success, demonstrating a strong motivation to meet and exceed objectives. Your ability to act swiftly and propose innovative solutions will be crucial. Additionally, you will need excellent organizational skills to effectively manage a diverse client portfolio. More specifically, you will be required to:

  • Enrich and strengthen exceptional advisor, consultant and client relationships.

  • Grow your assigned block of business on a profitable basis being guided by our sales, retention and net growth targets. 

  • Ensure that the voice of our consultants, advisors and clients is heard within the organization.  

  • Represent the Desjardins brand by regularly attending and actively participating in industry conferences and events.

  • Adapt rapidly to the evolving environment and embrace change.

  • Address and resolve issues raised by, clients, advisors, consultants and internal stakeholders concerning the managed block of business.

  • Ensure effective financial management and support the addition of products and services for existing clients, aligning with their goals and needs.

What we offer*

  • Competitive salary and annual bonus

  • 4 weeks of flexible vacation starting in the first year

  • Defined benefit pension plan that provides predictable, stable income throughout retirement

  • Group insurance including telemedicine

  • Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

  • Bachelor’s degree in a related field

  • A minimum of seven years of relevant experience 

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Experience with managing a diverse client portfolio 

  • Group Benefits Associate (GBA) or Certified Employee Benefits Specialist (CEBS) designations

  • Sales and meeting objectives experience 

  • Advanced knowledge of group insurance products and policies, underwriting principles, pricing and procedures

  • Advanced knowledge of the group benefits business

  • Advanced knowledge of differing group benefits funding styles, (insured, refund, Administrative Services Only - ASO) 

  • Available for visits with members and clients

  • Must have a valid driver’s license and access to a vehicle

Action oriented, Collaborates, Communicates effectively, Interpersonal Savvy, Plans and aligns

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-03-10

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The Company
Calgary, AB
40,858 Employees
On-site Workplace

What We Do

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News

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