Open for Account Executives

Sterling Brokers

9h•$70,000 - $110,000

About The Position

This role requires professionals who are self described “hunters”. The expectation of this role is that you will actively hunt for new business prospects while also being skilled at cultivating relationships with existing clients. You should have a knack for identifying potential clients, initiating contact, and effectively pitching solutions that meet the clients' needs. This combination of prospecting and relationship building is crucial for sustained success in the competitive field of insurance sales.

Requirements

Proven experience as a successful Account Executive or in a comparable sales role within the insurance industry specifically in group benefits.
Experience working in a business-to-business sales environment with a multi-stage sales process.
Strong track-record of independently generating leads, qualifying prospects, and closing deals.
Proficiency in utilizing Excel for data analysis and reporting.
Experience with Salesforce and Salesloft, or similar CRM and sales automation tools.
Excellent communication and negotiation skills, with the ability to build rapport and establish trust with clients.
Self-motivated and target-driven, with a passion for exceeding sales goals.
Strong organizational and time management abilities to effectively prioritize tasks and meet deadlines.
Mandatory requirement: licensed insurance advisor - LLQP (Life, Accident and Sickness License) and E&O Coverage in force and in good standing in your home province.
Please note: It is our company policy and an insurance regulation that you are licensed in the province in which the customers’ business is headquartered to earn commission income.

Nice To Haves

Life, Accident and Sickness License in any additional Provinces or willing to be licensed in other provinces in the future.
Segregated funds experience, CFP, CP, CEBS designations or other.

Responsibilities

Manage the entire sales process, from initial contact to the close of the deal.
Understand client needs and present tailored solutions, effectively demonstrating the value of our insurance products and services.
Collaborate with internal teams to ensure seamless implementation and delivery of solutions to clients.
Continuously expand your knowledge of our offerings and industry trends to stay ahead of the competition.
Keep organized records and tracking progress toward business goals and quotas using Salesforce.
Leverage Excel, Salesforce, and Salesloft to streamline your sales activities, track progress, and optimize your performance.
Strategic planning with your manager to constantly fine tune your territory approach to improve overall sales results on a weekly, monthly, & quarterly basis.
You will receive leads from a variety of sources (BDR’s, Marketing, Partnerships), but the expectation will also be to generate new business opportunities on your own as well.
Collaborate with our internal GRS team to support client requirements for financial planning support services and or retirement/investment plans as part of their Group Benefits solution.