Account Executive, Managing Group Benefits

Sun LifeToronto, ON
CA$80,000 - CA$128,000Hybrid

About The Position

We are seeking an experienced professional to join Sun Life's Group Benefits team as a Managing Account Executive in Sun Solutions, focusing on group clients with 50+ employees. This role is responsible for the profitable growth and retention of a portfolio of Group Benefit clients, primarily in the Greater Toronto Area (GTA).

Requirements

  • 10+ years of experience in Group Benefits, preferably in business development
  • Advanced knowledge of group insurance financial management and benefit plan designs
  • Strong business acumen and sales skills
  • Understanding of underwriting processes and profit drivers
  • Leadership experience with a business owner mindset
  • Excellent relationship-building and teamwork skills
  • Superior organizational and time management abilities
  • Strong analytical and problem-solving skills
  • Exceptional verbal communication and presentation skills
  • Valid driver's license and access to a vehicle
  • Willingness to travel within a two-hour driving radius

Nice To Haves

  • Certified Employee Benefit Specialist (CEBS) designation
  • Completion of Group Benefits Associate (GBA) certification
  • Active involvement in professional development and industry events

Responsibilities

  • Manage and grow a portfolio of group benefit clients profitably
  • Develop and maintain strong relationships with advisors and clients
  • Analyze, present, and negotiate annual renewals
  • Provide sound financial management and introduce new products/services aligned with client goals
  • Proactively identify client needs and promote Sun Life's value proposition
  • Lead projects and conduct regular presentations to advisors and clients

Benefits

  • Competitive salary and bonus structure influenced by market range data
  • Sales Incentive Plan
  • Total compensation could exceed the salary range posted
  • Eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance
  • Certain sales focused roles have sales incentive plans based on individual or group sales results
  • Supportive, flexible, and inclusive work environment
  • Collaborative leaders and colleagues
  • Opportunity to work with a diverse portfolio of clients
  • Collaborative team environment
  • Flexible work schedule
  • Career growth and development opportunities
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