Senior Account Executive, Group Retirement

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

Benefits offered by this job

Education reimbursement

Mental health benefit

Volunteer day

Pension plan

Share ownership

ERGs & mentorship

Job summary

Canada Life is seeking an Account Executive in Vancouver to drive business development and growth within the National Accounts team. You will build strong partnerships with consultants, plan sponsors, and internal teams to win new business and strengthen client relations.

Ideal candidates bring 5+ years in group retirement savings, exceptional communication, and the ability to present complex retirement topics to stakeholders. This is a full-time role with market-competitive compensation.

Qualifications

• 5+ years in group retirement savings with business development or client relations.
• Strong negotiation and public speaking abilities.
• Ability to present investment and retirement topics to consultants and plan sponsors.
• Post-secondary education and CEBS/RPA Primer credentials preferred.

Responsibilities

• Build and foster relationships with national consulting houses and plan sponsors.
• Develop and implement business plans to hit annual sales targets.
• Manage the sales process from RFP to finalist presentation.
• Lead implementation through new business processes with stakeholders.
• Collaborate with GRs leadership and sales support to drive growth.
• Promote products and services to enhance retention and member experience.

Skills

Relationship building

Negotiation

Public speaking

Presentation skills

Collaboration

Time management

Problem solving

MS Office

Education

Post-secondary education

CEBS designation

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).

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.