Overview:
The Account Executive, Small Business is responsible for driving new business and revenue growth by promoting comprehensive group insurance and employee benefits solutions—including Health, Dental, Disability, Life, Retirement, and Wellness plans. This role involves strategic prospecting, building strong client relationships, conducting needs assessments, and delivering tailored solutions to key decision-makers such as HR leaders, CFOs, and business owners.
Key Responsibilities:
Business Development & Prospecting
Conduct discovery meetings to understand employers’ benefits needs, challenges, and budget constraints.
Present customized benefits packages, including group Health, Dental, Life, Disability, Retirement, and Wellness plans.
Prepare and deliver formal proposals, presentations, and cost comparisons.
Negotiate and close new group contracts to meet revenue targets.
Client Relationship Management
Build and maintain long-term relationships with business owners, HR professionals, and brokers/consultants.
Serve as a trusted advisor throughout the client lifecycle.
Cross-Functional Collaboration
Partner with underwriting, product, and service teams to ensure proposals are competitive and aligned with client needs.
Collaborate with marketing and account management teams to enhance client engagement and retention.
Market & Industry Expertise
Stay informed on industry trends, competitor offerings, and legislative/regulatory changes.
Represent the organization at networking events, conferences, and trade shows to build brand awareness and generate leads.
Qualifications & Skills
Bachelor’s degree in Business, Marketing, or a related field.
3–5+ years of successful B2B sales experience in insurance, financial services, or employee benefits.
Strong understanding of group insurance products and the employee benefits landscape.
Proven track record of meeting or exceeding sales targets.
Excellent communication, negotiation, and presentation skills.
Ability to build trusted relationships with stakeholders at all organizational levels.
Self-motivated, results-driven, and highly organized.
Company
iA Financial Group
Posting End Date2026-01-23Company OverviewiA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and InclusionAt iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
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