Account Executive-Client Advantage

Company: CLIC
Department: Group Sales
Employment Type: Regular Full-Time
Work Model: Remote
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Do you enjoy building and maintaining relationships? Are you able to provide insights on a changing group benefits landscape? Are numbers your friend? Do those competitive juices flow inside you? Does getting rewarded for achieving results appeal to you? If so, you will want to consider our exciting opportunity:

As the Co-operators Group Benefits sales account executive, you will be primarily responsible for account and relationship management, driving new business sales by establishing and developing long-term relationships with clients and/or their intermediaries. Additionally, you’ll be accountable for client retention through cultivating and strengthening relationships to achieve mutual benefit for all stakeholders. 

How you will create impact:  

• Enhancing existing credit union and member organization relationships to identify more group benefits opportunities.
• Driving growth through the addition of new sales and retention of existing clients.
• Conducting meetings with business partners to uncover needs and promote the benefits and features of our group insurance products. Identify opportunities for plan design improvements and confidently make recommendations.
• Building exceptional knowledge and understanding of current market trends, competitive landscape, products, and internal sales process and practices for group benefits products.
• Strengthening existing client relationships including initiating opportunities to present educational seminars and providing one-on-one education on cost containment, strategies, benchmarking, and revenue generating ideas.
• Supporting the business strategy by planning and working in partnership with operational functions to develop and present proposals and deliver finalist presentations.

How you will succeed:

• You build trusting relationships and provide feedback to enable the successful development of your team and colleagues.  
• You foster innovation and continuous improvement with a focus on client experience.   
• You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.  
• You successfully convey messages and demonstrate openness to exploring alternate points of view.  
• You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities. 

To join our team:

• Ideally, you have a track record of successful group insurance sales experience.
• You have experience in the financial services industry in a wholesaler capacity
• You have a post-secondary education and have completed one of the following designations: Certified Employee Benefit Specialist (CEBS), or Group Benefits Associate (GBA), Life License Qualification Program (LLQP),
• You have expert knowledge of group benefits principles, practices and products and demonstrated ability to develop new business opportunities.
• This position primarily works with majority non-francophone groups, and teams located outside of Québec, and requires proficiency in English. The essential non-French duties are not assignable to adjacent or other team members. 

What you need to know:

• You will travel occasionally
• As a leader, strict confidentiality is required with respect to sensitive matters and employees’ personal information
• There will be added focus on business development in future

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

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