Account Executive

iA Financial Group; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services firm in Vancouver is looking for a Group Benefits Sales Executive to drive new business and grow revenue by promoting comprehensive employee benefits solutions. The ideal candidate has a Bachelor’s degree, 3-5+ years of B2B sales experience, and strong communication skills. Responsibilities include conducting needs assessments, presenting tailored solutions, and building long-term client relationships.

Qualifications

• 3-5+ years of successful B2B sales experience in insurance, financial services, or employee benefits.
• Strong understanding of group insurance products and employee benefits landscape.
• Proven track record of meeting or exceeding sales targets.

Responsibilities

• Conduct discovery meetings to understand employers’ benefits needs and challenges.
• Present customized benefits packages including group Health, Dental, Life, Disability, Retirement, and Wellness plans.
• Build and maintain long-term relationships with business owners and HR professionals.

Skills

B2B sales experience

Communication skills

Negotiation skills

Presentation skills

Relationship building

Education

Bachelor’s degree in Business, Marketing, or a related field

Job description

Overview

The Group Benefits Sales Executive 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—to small, mid-sized, and large employers. 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.