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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

This role is a one year contract

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 Sunlife contact for clients, responsible for the overall client relationship with Sunlife
• 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

Why join Sunlife:

• Being a member of the Sunlife family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative and inclusive culture
• A collaborative and interactive team environment
• Being part of our journey in developing the next greatest digital experience
• Working together, sharing common values and encouraging growth & achievement
• Joining a reputable organization with over 150 years of history
• Certified Great Place to Work in Canada in 2026

#LI-Hybrid

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.

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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