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:

The Account Executive must contribute to the continued growth and profitability of Sun Life's Group Benefits Division through the effective marketing of our benefits plans. In addition to sales duties, the Account Executive works with a team of non-sales professionals (underwriters, customer service representatives) to provide after-sales services to customers. and advisors and support the annual renewal of their plans with Sun Life.

As part of your role, you will work closely with a team of customer service representatives, regional underwriters, regional customer service center staff, operations staff and management staff. The Account Executive must carry out its responsibilities in accordance with Sun Life Canada's integrity and compliance requirements.

What will you do :

• Achieve assigned growth and profitability targets

• Work as a team with underwriters to obtain acceptable rates from closed contracts

• Work as a team with customer service representatives to maintain good relations with the advisor

• Have advisors consider Sun Life Canada as one of their top two choices among small business benefit plan insurers

• Provide advisors with the necessary training so that they can sign contracts with new customers and renew contracts with existing customers

• Provide timely and informative market commentary to management to enable management to respond to market demands

• Attend and contribute to meetings from time to time to communicate and receive information from internal and external sources

• Actively seek new advisors who meet the standards.

What do you need to succeed :

• Prior experience in a similar role with a focus on growth

• Prior experience with small business plan pricing

• Good understanding of small businesses, their structure, activities and functioning

Specific requirements :

• Valid driver's license

• Hold a representative's certificate in group insurance of persons recognized by the AMF

• Industry recognized professional designation such as FLMI, CEBS, ACS or other.

Preferred skills

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

• University or college diploma

• Very good understanding of the importance of the role of advisors in the group benefits model

• Demonstrated ability to recruit new advisors

• Excellent relationship building skills

• Excellent negotiation skills

• Demonstrated ability to work in a team and assume a leadership role in order to achieve targeted objectives

• Good understanding of small business benefit plans

• Excellent knowledge of Microsoft Excel, Lotus Notes and personal desktop or laptop computers

• Adequate knowledge of Internet Explorer

• Demonstrated skills for success

• with new customers and renew contracts with existing customers

• Provide timely and informative market commentary to management to enable management to respond to market demands

• Attend and contribute to meetings from time to time to communicate and receive information from internal and external sources

• Actively seek new advisors who meet the standards.

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada

• 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

*LI-MS

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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