Account Executive Managing

Sun Life; Quebec; On-site; CAD 80,000 - 128,000; Full time

Job summary

A leading financial services firm in Quebec is seeking a Managing Account Executive to oversee the relationship and financial management of large group clients. The ideal candidate will have extensive experience in group insurance benefit plans and strong communication skills. Join a collaborative environment that aims to help clients achieve lifetime financial security and overall health. This role offers a flexible work model.

Benefits

Flexible benefits

Pension and stock programs

Wellness programs

Qualifications

• 7 to 10 years in group insurance benefit plans (sales, underwriting or consulting).
• Experience working with clients and executives.
• Knowledge of group insurance benefit plan design.

Responsibilities

• Manage overall relationship and financial management of large group clients.
• Develop and maintain working relationships with plan sponsors.
• Ensure client needs are met through value-added products.

Skills

Business Development

Customer Service

Revenue Growth

Account Management

Communication

CRM

Salesforce

Excel

Education

Group Insurance Licence or Fellowship designation

Tools

Salesforce

Excel

Job description

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description

The Managing Account Executive is responsible for the overall relationship and financial management of a portfolio of large group clients aligned with National Consulting firms in the 1000 group market. This role has little new selling accountability but manages a significant portfolio of group clients in the National Accounts team. This is done by understanding the clients changing needs providing benefits advice and keeping clients informed of changes impacting benefit plans and Sun Life Financials value proposition products and services. There are annual persistency execution and profitability targets as well as a small new business target for this role.

Main accountabilities

• Develop and maintain excellent working relationships with plan sponsors and their advisors
• Responsible for the growth and profitability of an assigned block of business
• Works in partnership with the clients and their consultants to ensure that the clients needs are met through the delivery of value-added products and services

Behaviour that would lead to success

• Determination flexible approaches optimistic driven problem solver
• Planful organized has a system self-discipline
• Seeking to understand what the client is really asking for and why they want it then find solutions to deliver
• Good instincts ability to adapt in the moment navigating politics (client and internal) to get desired outcome
• Strong influence skills ability to build relationships with variety of personalities (internal and external) ability to adapt style

What do you need to succeed

• Extensive experience (7 to 10 years) in group insurance benefit plans (sales underwriting or consulting)
• Experience working with clients and executives within the client organization as well as with group insurance benefit plan advisors
• Knowledge of group insurance benefit plan design including flexible benefit plans underwriting and financial management technology and Internet applications benefit and plan taxation communications and administration procedures claims practices government legislation and current developments in the benefits field
• Integrity customer focus strong leadership skills and the ability to work successfully in a team environment
• Strong understanding of client needs and ability find solutions that satisfy concerns of all parties
• Strong negotiation analytical and influencing skills
• Excellent presentation interpersonal and communication skills and be adept at project management and handling of multiple priorities

Unique requirements

• Group Insurance Licence issued by La Chambre de Sécurité Financière du Québec or a Fellowship designation from the Canadian Institute of Actuaries and / or the Society of Actuaries

Whats in it for you

Being a member of the Sun Life family a group of people united by our Purpose : to help Clients and Employees achieve lifetime financial security and live healthier lives

A friendly collaborative and inclusive culture

Flexible Benefits from the day you join to meet the needs of you and your family

Pension stock and savings programs to help build and enhance your future financial security

Wellness programs that support the three pillars of your health mental physical and financial

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range :

80000 / 80 000 - 128000 / 128 000

Job Category : Sales - SIP

Posting End Date : 16 / 10 / 2025

Required Experience : IC

Key Skills

• Business Development
• Customer Service
• Revenue Growth
• ABC Analysis
• Account Management
• Communication
• CRM
• Excel
• Salesforce
• PMP
• Customer Relationships
• Business Relationships
• Sales Goals
• Sales Process
• CPA

Employment Type : Full-Time

Experience : years

Vacancy : 1