Account Executive, Insurance, WFG

Jooble; Alberta; Remote; CAD 66,000 - 159,000; Full time

Job summary

Jooble is seeking an Account Executive to join the Retail Distribution team, focusing on driving sales and maintaining essential relationships within the insurance sector. The successful candidate will leverage their experience to navigate market dynamics, ensure client satisfaction, and manage a comprehensive business plan in a supportive work environment that values employees' growth and well-being.

Benefits

Competitive salaries with annual pay increases

Annual bonus program

Comprehensive employer-funded benefits

Flexible work arrangements

Four weeks annual vacation

Defined contribution pension plan

Wellness and recognition programs

Qualifications

• 5+ years’ of direct sales experience in financial services.
• In-depth understanding of WFG agents’ needs.
• Established network in the financial services industry.

Responsibilities

• Drive sales and asset retention in insurance markets.
• Develop relationships with Distribution Partner.
• Manage expenses within assigned budget.

Skills

Relationship building

Collaboration

Organization

Time management

Education

Undergraduate degree

HLLQP

CFA, CLU, CFP, CIM, FMA, ChFC, RHU, CSC or IFIC

Tools

MS Office

Job description

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Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.

Account Executive, Insurance, WFG

Location: Remote in Western Canada

Empire Life is looking to hire an Account Executive to join our Retail Distribution team! The Account Executive drives sales and asset retention in the insurance markets, by building on existing, and breaking into new markets, to establish and grow solid, long-term relationships with Distribution Partner - World Financial Group (“WFG”) and financial agents in the assigned region. The incumbent is guided by defined goals and objectives and works under the general supervision of the National Manager, World Financial Group.

Why pursue this opportunity

The environment - we understand the importance of work-life balance and strive to provide a supportive work environment that allows our employees to achieve both personal and professional goals.

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.

What you’ll be working on

• Conduct regular and targeted face-to-face and/or virtual meetings with Distribution Partner, World Financial Group, to gain in-depth understanding of their unique business needs to advise on business strategies, sales concepts and revenue generating ideas, and to promote the features and benefits of Empire Life’s insurance products
• Leverage a strong competitive drive to uncover and influence sales opportunities and share in-depth knowledge and experience in the Canadian investment market to support defined sales goals
• Represent the Empire Life brand with strategic account management to drive sales and ensure retention of existing business in the insurance markets
• Drive and influence sales decision and retention in the insurance market to achieve defined sales targets; proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to distribution partner firms, branches and decision makers
• Using a consultative approach during regular face-to-face and/or virtual meetings with WFG to uncover needs, promote features and benefits of Empire Life’s insurance products, and assist in providing financial planning solutions for clients, adhering to Empire Life’s prescribed sales process
• Manage case development, liaising with internal partners, such as Tax & Estate Planning, to ensure product mix meets underlying needs
• Leverage cross-channel sales opportunities by proactively referring business to appropriate channels
• Apply strategic territory and account management principles to build a comprehensive annual business plan in collaboration with Senior
• Management and the Sales team to achieve sales objectives, and execute business plan, monitoring activity and reassessing regularly
• Provide input into internal business strategy and planning
• Organize, and participate in business and appreciation events for WFG; leveraging appropriate internal resources for support
• Gather market intelligence and share internally as appropriate
• Provide regular feedback on support team performance as well as specific input to performance reviews and development plans
• Maintain accurate, current records of WFG Sales activity, as well as current and potential product and revenue generating needs
• Manage expenses within assigned budget
• Educate and direct WFG agents by initiating opportunities to present sales and marketing seminars, provide one-on-one education on business strategies, sales concepts, revenue generating ideas and Empire Life’s insurance products, benefits, and features
• Identify and report potential compliance risk issues that may become apparent through regular contact with WFG agents
• Attend industry events, representing and promoting the Empire Life brand; uphold the Empire Life brand within the community at large
• Build and maintain exceptional knowledge and understanding of current market trends, competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for insurance
• Manage personal growth and development by leveraging strengths and identifying and acting on development opportunities
  
  

What we’re looking for you to have

• 5+ years’ of direct sales experience in financial services
• In-depth understanding of WFG agents’ needs
• In-depth understanding of the Canadian broker and advisor channel, insurance and investment products and their application in financial planning
• In-depth knowledge of insurance related products including universal life, whole life products, segregated funds, and their application in creating solutions for financial and estate planning needs
• In-depth knowledge of financial planning tools, regulatory and compliance issues
• Established network in the financial services industry, with preference to WFG
• Undergraduate degree required, business major an asset
• HLLQP required
• CFA, CLU, CFP, CIM, FMA, ChFC, RHU, CSC or IFIC; all are assets
• Excellent skills in the following areas: relationship building, collaboration, interpersonal, influencing, organization, and prioritization
• Exceptional presentation and time management skills
• Outstanding written and verbal communication skills
• Ability to be customer-centric, drive for results, take initiative, and be innovative
• Strong integrity and leadership skills with sound judgment and decision making
• Proficiency with MS Office (Excel, Word, PowerPoint)
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
  
  

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
• Competitive uncapped commission, for sales positions
• A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
• Flexible work arrangements and an annual allotment of personal health days.
• Four weeks annual vacation from hire date
• A defined contribution pension plan with generous employer matching
• Top up programs for parental leave and compassionate leave
• Employer-sponsored wellness and recognition programs
• A cash employee referral program
  
  

To learn more about working at Empire Life, visit

Get to know us

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [e-mail].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Software Development

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