Senior Account Executive, Group Retirement
About The Position
Within the National Accounts team, the Account Executive will be responsible for driving business development, growth, and retention with both consultant houses and our largest Group Retirement Services clients. The Account Executive will leverage their initiative, presentation, communication, and relationship building skills to foster strong partnerships with internal (GRS Leadership, Functional Groups, Sales Support and Field Staff) and external (Consultants, Plan Sponsors) stakeholders to drive new consultant business, increased in-force contributions and new client opportunities.
Requirements
- 5+ years of Group Retirement Savings in a business development or client relationship management role, with exceptional relationship building skills
- Excellent communication skills, both verbal and written, with an emphasis on negotiation skills and public speaking
- Excellent presentation skills with an ability to present investment and retirement planning topics to consultants, pension committees and plan sponsors
- Demonstrated skills as a collaborator, negotiator and partner with business areas internal and external so that client and consultant objectives are met
- Ability to work in a fast-paced environment, managing several priorities, and meeting tight deadlines
- A strong sense of urgency in meeting/exceeding commitments to internal and external stakeholders
- Effective time management and strong problem-solving skills
- Quick thinking and creative
- Background in financial services industry
- Sound working knowledge of MS Office products
- Requires vehicle and flexibility for travel
- Post-secondary education along with the Retirement Plan Associate designation (CEBS) and RPA Primer
Responsibilities
- Build and foster strong relationships with national consulting houses and plan sponsors
- Develop and implement business plans to achieve annual sales targets through new and existing client & consultant relationships
- Manage the sales process, from RFP to finalist presentation
- Lead consultants, plan sponsors, field implementation management and client relationship staff through our new business implementation process by advising on best practises
- Partner with GRS management, Client Relationship Managers and fellow Account Executives in the consultant market to ensure Canada Life’s success
- Promote additional products and services with consultants, sponsors, and Client Relationship Managers to enhance retention and plan member experience
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
