Account Executive
Canada Life
full-time
Posted on:
Location Type: Hybrid
Location: 🇨🇦 Canada
Visit company websiteSalary
💰 CA$71,900 - CA$119,800 per year
Job Level
Mid-LevelSenior
Tech Stack
RPA
About the role
- Build and foster strong relationships with national consulting houses and plan sponsors
- Develop and implement business plans to achieve annual sales targets through new and existing client & consultant relationships
- Manage the sales process, from RFP to finalist presentation
- Lead consultants, plan sponsors, field implementation management and client relationship staff through our new business implementation process by advising on best practices
- Partner with GRS management, Client Relationship Managers and fellow Account Executives in the consultant market to ensure Canada Life’s success
- Promote additional products and services with consultants, sponsors, and Client Relationship Managers to enhance retention and plan member experience
Requirements
- 5+ years of Group Retirement Savings in a business development or client relationship management role
- Excellent communication skills, both verbal and written, with an emphasis on negotiation skills and public speaking
- Excellent presentation skills with an ability to present investment and retirement planning topics to consultants, pension committees and plan sponsors
- Demonstrated skills as a collaborator, negotiator and partner with business areas internal and external so that client and consultant objectives are met
- Ability to work in a fast-paced environment, managing several priorities, and meeting tight deadlines
- A strong sense of urgency in meeting/exceeding commitments to internal and external stakeholders
- Effective time management and strong problem-solving skills
- Quick thinking and creative
- Background in financial services industry
- Sound working knowledge of MS Office products
- Requires vehicle and flexibility for travel
- Post-secondary education along with the Retirement Plan Associate designation (CEBS) and RPA Primer
- Bilingualism is an asset (fluent in French and English, required for Quebec only).
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Group Retirement Savingsbusiness developmentclient relationship managementnegotiation skillspublic speakingpresentation skillstime managementproblem-solving
Soft skills
collaborationcreativitysense of urgencyability to manage prioritieseffective communication
Certifications
Retirement Plan Associate designation (CEBS)RPA Primer