Group Account Executive - West

Equitable; Calgary; Remote; CAD 70,000 - 90,000; Full time

Job summary

Equitable is seeking a Group Account Executive - West based in Calgary. The role focuses on driving new business sales and managing a portfolio of clients in a collaborative environment. Ideal candidates possess a strong background in group benefits and are passionate about client relationships. Responsibilities include selling products, managing advisor partnerships, and exceeding sales growth objectives. Work is primarily remote with occasional travel, making this a significant position for impact within the company.

Benefits

Company-paid benefits program

Car allowance

Annual vacation allowance

Pension program with employer matching

Access to exclusive employee perks

Qualifications

• 3+ years experience in group benefits, ideally in an account executive capacity.
• Proven track record in group benefits sales.
• Ability to work under pressure in a fast-paced environment.

Responsibilities

• Sell group products using modern selling techniques.
• Manage relationships with new and existing advisor partners.
• Achieve profitably, persistency, and sales growth objectives.

Skills

Interpersonal Skills

Negotiating Skills

Sales Techniques

Client Relationship Management

Education

GBA/CEBS Designation

Job description

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At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Position Title: Group Account Executive - West

Reports To: Group Sales Vice President, West

Department: Western Group Insurance Sales Territory: Calgary, Alberta

Term: Permanent Full-Time

Band: Unbanded

Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

The Opportunity: Equitable Life of Canada has a current job opportunity in Calgary for a Group Account Executive (GAE). The GAE is an important and strategic role that has a meaningful impact. Responsible for new business sales and the profitable management of a portfolio of group benefit clients, we are looking for someone with a passion for group benefits who genuinely cares for their clients/advisors and has an entrepreneurial spirit. Must be located in or willing to relocate to Calgary Alberta.

Tell us in your cover letter why you believe you are the best person to help us build this territory!

What you will be doing:

• Sell Equitable Life group products & services by using modern selling techniques and social selling.
• Develop strong partnerships, and profitably manage relationships with new and existing advisor partners, clients and TPA’s.
• Regularly meet with our advisor partners in person. Regular Travel within your region and travel multiple times per year head office will be required.
• Profitably manage and renew the inforce block of business that you built.
• Act as a go-to resource for sales strategies, marketing, product, and support for advisors, clients and TPA’s.
• Leverage the unique differentiators of Equitable in your sale messaging.
• Identify solutions and opportunities, even when they may deviate from what is requested by your clients/advisors, providing education and guidance as they navigate through the alternatives.
• Proactively anticipate the needs of your clients/advisors, providing teaching, consultation, as well as exceeding their service expectations.
• Achieve KPI’s including profitably, persistency and sales growth objectives.
• Prepare and execute strategic business plans to identify specific opportunities and segment client contacts.
• Take ownership of all aspects of the business development function of your business.
• Conduct financial negotiations with advisors to ensure the assigned block of business renews profitably each year.
• Conduct finalist presentation and advisor/client presentations and seminars.
• Maintain professional and technical knowledge by attending educational workshops, reviewing industry publications and establishing your professional network.
• Develop strong relationships with internal stakeholders
  
  

What you will bring:

• A passion for group benefits with 3 or more years experience within the group benefit industry ideally in an account executive capacity.
• A proven track record in group benefits that you will be able to speak to, along with preestablished, meaningful, advisor relationships.
• Proven examples of using insights, negotiating, and influencing skills to drive sales and renewals.
• To thrive in a fast paced evolving environment, you work well under pressure and can stay focused on your priorities by identifying want’s important over what’s urgent.
• Strong interpersonal skills.
• In depth knowledge of group benefit plan design; applicable financial and underwriting principles; and taxation rules as applied to group benefit plans.
• To be ambitious and take initiative. As a remote position you’ll need the ability to thrive on your own while also collaborating effectively as a virtual team.
• Two-way communication skills: excellent active listening and ability to communicate in a way that is understandable according to your audience.
• Polished presentation skills including virtual presentations.
• PC literacy with strong Microsoft Office, email, virtual meeting, social media, and searching skills. Prior familiarity with group benefit web-based applications is an asset.
• Valid drivers’ license and ability to travel within the territory is required.
• GBA/CEBS Designation is an asset.
  
  

What’s in it for you:

• A high-performance and rewarding culture and experience
• Includes variable pay opportunities
• Annual vacation allowance, and company-paid benefits program
• Car allowance and work travel expense program
• Immediate enrollment into the company’s pension program with employer matching
• Discounts on company products and service and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)
  
  

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at [email protected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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