Account Executive, Investments

Empire Life Insurance; California; Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Annual bonus program

Comprehensive benefits package

Flexible work arrangements

Employer-sponsored pension plan

Job summary

Empire Life is seeking an Account Executive, Investments to join the Retail Distribution team for the Eastern Canada territory. You will drive sales and asset retention by building relationships with Distribution Partners and Financial Advisors, guided by defined goals and a structured sales process.

The role emphasizes strategic account management, territory planning, and cross-channel opportunities, with a focus on delivering competitive investment solutions and building the Empire Life brand.

Qualifications

• 3+ years’ face-to-face sales experience in financial services.
• In-depth knowledge of investment and insurance products.
• LLQP or willing to complete upon employment.

Responsibilities

• Conduct regular meetings with distribution partners to understand their needs and promote Empire Life’s investment products.
• Identify opportunities to grow sales and retain assets with financial advisors and branches.
• Build long-term relationships and manage products, ensuring alignment with sales processes.
• Develop annual business plans with senior management and monitor activity and results.

Skills

Sales experience

Investment products knowledge

Regulatory knowledge

Relationship building

Presentation skills

Education

Undergraduate degree

Tools

MS Office

Job description

Salary Range: $130,000.00 To $180,000.00 Annually

Account Executive, Investments

Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

The total target compensation (TTC) range, including salary and target bonus, is $130,000 - $180,000. This TTC range is applicable to permanent roles only. The actual base salary offered within this range will be determined by the successful candidate’s skills and experience, as well as internal equity.

Empire Life is looking to hire an Account Executive, Investments, to join our Retail Distribution team responsible for our Eastern Canada territory! We are actively seeking candidates to fill a current, open position.

The Account Executive drives sales and asset retention in the investment markets, by building on existing, and breaking into new markets, to establish and grow solid, long-term relationships with Distribution Partners and Financial Advisors in the assigned region. The incumbent is guided by defined goals and objectives and works under the general supervision of the Regional Vice President, Distribution.

Why pursue this opportunity

• Our mission - provide expertise and intelligent solutions to help Canadians navigate life with confidence.
• Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
• Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.
• Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

What you’ll be working on

• Conduct regular and targeted face-to-face and/or virtual meetings with Distribution Partners to gain an in-depth understanding of their unique business needs in order to advise on business strategies, sales concepts and revenue generating ideas, and to promote the features and benefits of Empire Life’s investment products
• Leverage a strong competitive drive to uncover and influence sales opportunities and share in-depth knowledge and experience in the Canadian investment market to support defined sales goals.
• Represent the Empire Life brand with strategic account management to drive sales and ensure retention of existing business in the investment markets.
• Drive and influence sales decisions and retention in the investment market to achieve defined sales targets; proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to branches, agents, and decision makers.
• Use a consultative approach during regular face-to-face and virtual meetings with our partners to uncover needs, promote features and benefits of Empire Life’s investment and/or insurance products, and assist in providing financial solutions for clients, adhering to Empire Life’s prescribed sales process.
• Manage case development, liaising with internal partners, to ensure product mix meets underlying needs.
• Leverage cross-channel sales opportunities by proactively referring business to appropriate internal insurance and/or investment partners.
• Apply strategic territory and account management principles to build a comprehensive annual business plan in collaboration with Senior Management and the Sales team to achieve sales objectives, and execute business plan, monitoring activity and reassessing regularly.
• Organize, and participate in business and appreciation events, industry events and leveraging appropriate internal resources for support.
• Build and maintain exceptional knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for investments and insurance.

What we’re looking for you to have

• 3+ years’ face-to-face sales experience in financial services
• In-depth knowledge and understanding of investment and insurance products
• In-depth knowledge of segregated funds and their utilization for estate planning needs
• Sound understanding of regulatory and compliance issues
• Established network in the financial services industry
• LLQP (or willing to complete upon employment)
• Proficiency with MS Office (Excel, Word, PowerPoint)
• Exceptional relationship building skills, collaboration and interpersonal skills
• Excellent influencing and presentation skills
• Excellent organization, prioritization and time management skills
• Excellent written and verbal communication skills
• Strong integrity and leadership skills with sound judgment and decision making
• Bilingualism (French & English) would be a strong asset
• Undergraduate degree required; business major, would be an asset
• Travel: Regular travel to regional offices, client sites, or industry events, which may include overnight stays and out-of-province/country requirements
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
• A comprehensive employer-funded benefits package that includes life insurance, disability, health and dental and a generous health account
• Flexible work arrangements and an annual allotment of personal health days.
• Four weeks annual vacation from hire date
• A defined contribution pension plan with generous employer matching
• Top up programs for parental leave and compassionate leave
• Employer-sponsored wellness and recognition programs

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. A pplicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [e-mail] .