Account Executive, Managing Group Benefits

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:

We are seeking an experienced professional to join Sun Life's Group Benefits team as a Managing Account Executive in Sun Solutions, focusing on group clients with 50+ employees. This role is responsible for the profitable growth and retention of a portfolio of Group Benefit clients, primarily in the Greater Toronto Area (GTA).

Key Responsibilities

• Manage and grow a portfolio of group benefit clients profitably

• Develop and maintain strong relationships with advisors and clients

• Analyze, present, and negotiate annual renewals

• Provide sound financial management and introduce new products/services aligned with client goals

• Proactively identify client needs and promote Sun Life's value proposition

• Lead projects and conduct regular presentations to advisors and clients

What do you need to succeed?

Required

• 10+ years of experience in Group Benefits, preferably in business development

• Advanced knowledge of group insurance financial management and benefit plan designs

• Strong business acumen and sales skills

• Understanding of underwriting processes and profit drivers

• Leadership experience with a business owner mindset

• Excellent relationship-building and teamwork skills

• Superior organizational and time management abilities

• Strong analytical and problem-solving skills

• Exceptional verbal communication and presentation skills

• Valid driver's license and access to a vehicle

• Willingness to travel within a two-hour driving radius

Preferred

• Certified Employee Benefit Specialist (CEBS) designation

• Completion of Group Benefits Associate (GBA) certification

• Active involvement in professional development and industry events

What We Offer

• Opportunity to work with a diverse portfolio of clients

• Collaborative team environment

• Flexible work schedule

• Career growth and development opportunities

Join our team and play a crucial role in delivering best-in-class service to our Group Benefits clients while driving profitable growth for Sun Life.

What else is in it for you?

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work

• Competitive salary and bonus structure influenced by market range data

• Working together, sharing common values, and encouraging growth & achievement

• Agile behaviours, faster decisions and learning as we go.

*This role includes a Sales Incentive Plan and total compensation could exceed the salary range posted

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].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

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