Bilingual Account Executive -SME
About The Position
The Account Executive must contribute to the continued growth and profitability of Sun Life's Group Benefits Division through the effective marketing of our benefits plans. In addition to sales duties, the Account Executive works with a team of non-sales professionals (underwriters, customer service representatives) to provide after-sales services to customers and advisors and support the annual renewal of their plans with Sun Life. As part of your role, you will work closely with a team of customer service representatives, regional underwriters, regional customer service center staff, operations staff and management staff. The Account Executive must carry out its responsibilities in accordance with Sun Life Canada's integrity and compliance requirements.
Requirements
- Prior experience in a similar role with a focus on growth
- Prior experience with small business plan pricing
- Good understanding of small businesses, their structure, activities and functioning
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
- Valid driver's license
- Hold a representative's certificate in group insurance of persons recognized by the AMF
- Industry recognized professional designation such as FLMI, CEBS, ACS or other.
Nice To Haves
- Excellent verbal and written communications (French and English)
- University or college diploma
- Very good understanding of the importance of the role of advisors in the group benefits model
- Demonstrated ability to recruit new advisors
- Excellent relationship building skills
- Excellent negotiation skills
- Demonstrated ability to work in a team and assume a leadership role in order to achieve targeted objectives
- Good understanding of small business benefit plans
- Excellent knowledge of Microsoft Excel, Lotus Notes and personal desktop or laptop computers
- Adequate knowledge of Internet Explorer
- Demonstrated skills for success with new customers and renew contracts with existing customers
- Provide timely and informative market commentary to management to enable management to respond to market demands
- Attend and contribute to meetings from time to time to communicate and receive information from internal and external sources
- Actively seek new advisors who meet the standards.
Responsibilities
- Achieve assigned growth and profitability targets
- Work as a team with underwriters to obtain acceptable rates from closed contracts
- Work as a team with customer service representatives to maintain good relations with the advisor
- Have advisors consider Sun Life Canada as one of their top two choices among small business benefit plan insurers
- Provide advisors with the necessary training so that they can sign contracts with new customers and renew contracts with existing customers
- Provide timely and informative market commentary to management to enable management to respond to market demands
- Attend and contribute to meetings from time to time to communicate and receive information from internal and external sources
- Actively seek new advisors who meet the standards.
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- Wellness programs that support the three pillars of your health – mental, physical and financial
- Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
1-10 employees
