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At Equitable our belief in the power of working together guides how we work with each other. How we help our clients and partners. And how we support the communities where we live and work. Together, with partners and advisors across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions.
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But we're not your typical financial services company. We have the knowledge, experience and ability to find solutions that work for you. We're friendly, caring and interested in helping. And we're owned by our participating policyholders, not shareholders. So we can focus on your interests and provide you with personalized service, security and wellbeing.
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.
Position Title: Group Account Executive
Reports To: Group Sales Vice President, Eastern Canada
Department: Group East
Term: Permanent Full-Time
Location: Greater Toronto Area
Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.
The Opportunity: As the Group Account Executive, you will be responsible for new business sales and the profitable management of a portfolio of group benefit clients, specifically supporting our consulting firm clients within the GTA!
What you will be doing:
Develop and maintain strong partnerships, and profitably manage relationships with our consulting firm groups
Sell Equitable group products & services by using modern selling techniques and developing strong partnerships with clients, advisors, and TPA's
Conduct financial negotiations with clients and advisors to ensure the assigned block of business renews profitably each year
Overall responsibility for developing client/advisor relationships, understanding their needs, teaching, and delivering on their service expectations
Maintain professional and technical knowledge by attending educational workshops, reviewing industry publications, establishing your professional network
Offer valuable perspectives and insights to client/advisors
Educate clients/advisors and help them navigate alternatives
What you will bring:
3+ years of experience in successful sales/consulting of group benefits insurance (previous underwriting experience an asset)
Demonstrated current in-depth knowledge of group benefit plan design; applicable financial and underwriting principles; and taxation rules as applied to group benefit plans
Proven leadership and mentoring/coaching skills
Highly developed professional communication skills
Computer literacy including familiarity with group benefits web applications
Client centric mindset and able to work successfully as part of a team
Demonstrated track record of using insights, negotiation and influencing skills to drive sales
Critical and proactive mindset
Valid drivers license in good standing and access to a vehicle to travel within the territory (GTA)
What’s in it for you:
A high-performance and rewarding culture and experience
Includes variable pay opportunities
Annual vacation allowance, and company-paid benefits program
Car allowance and work travel expense program
Immediate enrollment into the company’s pension program with employer matching
Discounts on company products and service and access to exclusive employee perks
Regular EQ Together events focused on company togetherness and collaboration
As part of the recruitment/offer process you will be required to:
Provide two professional references (minimum one supervisor and above)
This role is open due to an existing vacancy.
To learn more about Equitable, we encourage you to explore our organization.
At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.
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Required profile
Experience
Level of experience:Mid-level (2-5 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.