Account Executive

Canada Life; City of Moncton; On-site; CAD 71,000 - 120,000; Full time

Job summary

A financial services company is seeking an Account Executive to join their National Accounts team in Moncton, Canada. The successful candidate will drive business development and foster partnerships with consultants and plan sponsors. This role requires 5+ years of expertise in Group Retirement Savings, exceptional communication skills, and the ability to manage multiple priorities in a fast-paced environment. The competitive base salary ranges from $71,900 to $119,800 annually, plus additional compensation components.

Qualifications

• 5+ years of experience in Group Retirement Savings in a business development or client relationship management role.
• Ability to work in a fast-paced environment with tight deadlines.
• Background in financial services industry.

Responsibilities

• Build and foster strong relationships with national consulting houses and plan sponsors.
• Develop and implement business plans to achieve annual sales targets.
• Manage the sales process from RFP to finalist presentation.

Skills

Relationship building skills

Excellent communication skills

Negotiation skills

Presentation skills

Time management

Problem-solving skills

Bilingualism (English/French)

Education

Post-secondary education

Retirement Plan Associate designation (CEBS)

Tools

MS Office products

Job description

Base + Comm

Within the National Accounts team, the Account Executive will be responsible for driving business development, growth, and retention with both consultant houses and our largest Group Retirement Services clients.

The Account Executive will leverage their initiative, presentation, communication, and relationship building skills to foster strong partnerships with internal (GRS Leadership, Functional Groups, Sales Support and Field Staff) and external (Consultants, Plan Sponsors) stakeholders to drive new consultant business and new client opportunities.

What you will do

• Build and foster strong relationships with national consulting houses and plan sponsors
• Develop and implement business plans to achieve annual sales targets through new and existing client & consultant relationships
• Manage the sales process, from RFP to finalist presentation
• Lead consultants, plan sponsors, field implementation management and client relationship staff through our new business implementation process by advising on best practises
• Partner with GRS management, Client Relationship Managers and fellow Account Executives in the consultant market to ensure Canada Life’s success
• Promote additional products and services with consultants, sponsors, and Client Relationship Managers to enhance retention and plan member experience

What you will bring

• 5+ years of Group Retirement Savings in a business development or client relationship management role, with exceptional relationship building skills
• Excellent communication skills, both verbal and written, with an emphasis on negotiation skills and public speaking
• Excellent presentation skills with an ability to present investment and retirement planning topics to consultants, pension committees and plan sponsors
• Demonstrated skills as a collaborator, negotiator and partner with business areas internal and external so that client and consultant objectives are met
• Ability to work in a fast‑paced environment, managing several priorities, and meeting tight deadlines
• A strong sense of urgency in meeting/exceeding commitments to internal and external stakeholders
• Effective time management and strong problem‑solving skills
• Quick thinking and creative
• Background in financial services industry
• Sound working knowledge of MS Office products
• Requires vehicle and flexibility for travel
• Post‑secondary education along with the Retirement Plan Associate designation (CEBS) and RPA Primer
• As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English‑speaking needs

The base salary for this position is between $71,900 - $119,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!