Account Executive - Group Benefits

Company : CLIC

Department : Group Sales

Employment Type : Regular Full-Time

Work Model : Remote

Language : This role operates in English.

The Opportunity :

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Do you enjoy building and maintaining relationships? Are you a creative person that looks for ways to work within a framework to achieve results? Are numbers your friend? Do those competitive juices flow inside you? Does getting rewarded for achieving results appeal to you? If so, you’ll want to consider our exciting opportunity :

As the Co-operators Group Benefits sales representative, you will be primarily responsible for driving new business sales by establishing and developing long-term relationships with broker distribution partners. Additionally, you will be accountable for client retention through cultivating and strengthening relationships to achieve mutual benefit for all stakeholders.

How you will create impact :

Enhancing existing broker distribution relationships in order to identify more group benefits opportunities

Initiating and building new relationships in untapped broker and consultant markets and gaining access to new group benefits opportunities

Driving growth through the addition of new sales and retention of existing clients.

Conducting meetings with business partners to uncover needs and promote the benefits and features of our group insurance products.

Building exceptional knowledge and understanding of current market trends, competitive landscape, competitor product lines, and internal sales process and practices for group benefits products.

Coaching and developing partners, including initiating opportunities to present sales seminars and providing one-on-one education on business strategies, sales concepts and revenue generating ideas.

Supporting the business strategy by planning and working in partnership with operational functions to develop and present proposals.

How you will succeed :

You build trusting relationships and provide guidance to support the development of peers.

You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.

You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.

You have strong communication skills to clearly convey messages and explore diverse points of view.

You build trusting relationships and provide guidance to support the development of colleagues.

To join our team :

Ideally, you have a track record of successful group insurance sales experience.

You have experience in the financial services industry in a wholesaler capacity

You have a post-secondary education in a related discipline or have completed one of the following designations : Certified Employee Benefit Specialist (CEBS), or Group Benefits Associate (GBA) , Life License Qualification Program (LLQP),

You have expert knowledge of group benefits principles, practices and products and demonstrated ability to develop new business opportunities.

What you need to know :

You will travel occasionally.

You are required to have your own vehicle, valid driver’s license and insurance.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (, health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.