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
Account Executive, Managing Group Benefits • Hamilton, Ontario
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