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Sun Life

Global financial services for insurance, investments

Account Executive - National Accounts Managing

Account ManagementConfirmed live in the last 24 hours
Full-time$85k - $128k

About the Job

Requirements

  • At least 5 years of experience in group insurance, including sales, underwriting, or consulting.
  • At least 3 years of proven client relationship success in the group market.
  • Possess a valid driver's license and access to a vehicle.
  • Build and sustain relationships with clients and consultants.
  • Apply strong group insurance financial management capability relating to funding arrangements and profitability drivers.
  • Work with clients, client executives, and plan advisors.
  • Have knowledge of group benefit plan design, including flexible benefit plans, underwriting and financial management, technology and Internet applications, benefit and plan taxation, communications and administration procedures, claims practices, government legislation, and current developments in the benefits field.
  • Demonstrate strong negotiation and analytical skills.
  • Demonstrate presentation, interpersonal, and communication skills.
  • Manage projects and multiple priorities.

Responsibilities

  • Serve as the main Sun Life contact for clients and be responsible for the overall client relationship.
  • Manage the growth and profitability of an assigned block of business.
  • Manage relationships with associated advisors and consultants.
  • Ensure client and advisor needs are met through the delivery of value-added products and services.
  • Support business development, client retention, and profitable management of a portfolio of group clients.
  • Conduct promotional activity and relationship management with advisors and consultants based in the Prairies Region.
  • Meet annual growth, retention, execution, and profitability targets.

Desired Qualifications

  • A university degree.
  • A professional designation such as CEBS.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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