Senior Account Executive, Group Retirement

Canada Life; Regina; On-site; CAD 91,000 - 141,000; Full time

Benefits offered by this job

Education reimbursement up to $2,000

Mental health benefit $5,000

Company pension plan

Employee discounts

Job summary

Canada Life is seeking an Account Executive in National Accounts to drive business development, growth and client retention with consultant houses and large Group Retirement Services clients. You will leverage initiative, communication, and relationship-building skills to foster partnerships with internal teams and external stakeholders, driving new consultant business and increased in-force contributions.

You will build strong relationships with national consultants and sponsors, lead the sales

Qualifications

• 5+ years in Group Retirement Savings in a business development or client relationship role.
• Excellent verbal and written communication with negotiation and public speaking.
• Excellent presentation skills for discussing investment and retirement planning with consultants, pension committees and plan sponsors.
• Collaborator, negotiator and partner with internal and external stakeholders to meet client/consultant objectives.
• Ability to manage multiple priorities in a fast-paced environment and meet deadlines.
• Willingness to travel and have a valid vehicle.
• Post-secondary education plus CEBS and RPA Primer designations.

Responsibilities

• Build strong relationships with national consulting houses and plan sponsors.
• Develop and implement business plans to achieve annual sales targets through client and consultant relationships.
• Manage the sales process from RFP to finalist presentation.
• Lead consultants, plan sponsors, and staff through the new business implementation process.
• Partner with GRS management and other Account Executives to ensure Canada Life’s success.
• Promote additional products and services to enhance retention and plan member experience.

Skills

Relationship building

Negotiation

Public speaking

Presentation skills

Time management

Problem solving

Communication skills

Attention to detail

Education

Post-secondary education

CEBS Retirement Plan Associate

RPA Primer

Tools

MS Office

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, increased in-force contributions 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

The base salary for this position is between $91,380 - $141,380 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.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.