Sun Advantage Account Executive

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:

In Group Benefits, we serve more than 5 million Canadians - plan members and their dependents - through our more than 11,000 group benefit plans across the country.  Our customers include employees, associations, affinity groups and creditors in virtually every industry in Canada, and we're proud to be their benefits provider.

The Account Executive, Sun Advantage Group Benefits is responsible for the profitable management of a portfolio of group benefits business in the Calgary office in the 3 to 49 life group market. This is done by understanding the Advisors needs, effectively communicating Sun Life Financial's value proposition, products and services, and keeping Advisors informed of changes impacting benefit. 

What will you do?

• Relationship manager for Advisors (consultants and brokers) and responsible for the overall client relationship with Sun Life Financial
• Meeting annual financial objectives and the growth and profitability of an assigned block of business
• Managing the relationship with assigned Advisors, including training and new business development
• Ensure client/Advisor needs are met through the delivery of value-added products and services

What do you need to succeed?

• 2-5 years proven selling experience
• Integrity, customer focus, strong leadership skills and the ability to work successfully in a team environment
• Strong negotiation, analytical and influencing skills
• Self-starter and results oriented
• Excellent presentation, interpersonal and communication skills
• Adept at juggling multiple priorities
• Knowledge of group benefit plan design including 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
• Ongoing professional development and group industry (Advocis, local seminars etc.) involvement
• Incumbent must obtain their GBA designation within the first 2 years of employment
• Valid drivers license and access to a vehicle is required

What’s in it for you?

• Pension, stock and savings programs to help build and enhance your future financial security
• Flexible Benefits from the day you join to meet the needs of you and your family
• Wellness programs that support the three pillars of your health – mental, physical and financial
• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle
• Flexible work schedule and be prepared to travel as needed. A substantial amount of time will be spent meeting with Advisors. Most travel is done in regular business hours within a two hour driving radius

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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