Group Account Executive - West

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

Job summary

Equitable seeks a Group Account Executive in Calgary for a permanent full-time role, focusing on new business sales and client management within the group benefit sector. This position offers a collaborative work environment, travel opportunities, and competitive compensation, ideal for individuals with a passion for group benefits.

Benefits

Annual vacation allowance

Company-paid benefits program

Car allowance

Pension program with employer matching

Discounts on company products

Qualifications

• 3 or more years experience in the group benefit industry.
• Strong interpersonal and presentation skills.
• In-depth knowledge of group benefit plan design and financial principles.

Responsibilities

• Sell Equitable Life group products & services using modern techniques.
• Manage relationships with clients and advisors.
• Achieve KPIs including profitability and sales growth.

Skills

Customer Service

Negotiating

Interpersonal Skills

Presentation Skills

Education

GBA / CEBS Designation

Tools

Microsoft Office

Abinitio

Job description

At Equitable we realize that your work life is not just about performing a job; its 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

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 inCalgaryfor 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 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 TPAs.
• 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 TPAs.
• 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 KPIs 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 wants important over whats 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 youll 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.

Whats 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 companys 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 emailprotected if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

• Job Family Individual Contributor - Non Transactional

Required Experience :

Key Skills

Abinitio,Customer Service,Business Solutions,Cost Estimation,Drafting,Activex

Employment Type : Full-Time

Experience : years

Vacancy : 1

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