• Job Description

  Req#: JR00084306

  You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

  Job Description:

  In Group Benefits, we serve more than 5 million Canadians - plan members and their dependents - through our more than 11,000 group benefit plans across the country. Our customers include employees, associations, affinity groups and creditors in virtually every industry in Canada, and we're proud to be their benefits provider.

  Role Summary:

  The Account Executive is responsible for the profitable management of a portfolio of clients in the Montreal Business Development office. There are annual new business, retention/growth and profitability targets for this role.

  What will you do?

  • Key Sun Life contact for clients, responsible for the overall client relationship with Sun Life

  • Responsible for the growth and profitability of an assigned block of business in group insurance benefit plans

  • Manages the relationship with advisors of his /her assigned clients

  • Ensures client/advisor needs are met through the delivery of value-added products and services

  What do you need to succeed?

  • 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

  • Extensive experience (7 to 10 years) in group insurance benefit plans (sales, underwriting or consulting)

  • Experience working with clients and executives within the client organization as well as with group insurance benefit plan advisors

  • Knowledge of group insurance 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

  • Integrity, customer focus, strong leadership skills and the ability to work successfully in a team environment

  • Strong understanding of client needs and ability find solutions that satisfy concerns of all parties

  • Strong negotiation, analytical and influencing skills

  • Self-starter and results oriented

  • Excellent presentation, interpersonal and communication skills, and be adept at project management and handling of multiple priorities

  Notes/Unique Requirements:

  • Group Insurance Licence issued by La Chambre de Sécurité Financière du Québec or a Fellowship designation from the Canadian Institute of Actuaries and/or the Society of Actuaries

  What's in it for you?

  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

  • A friendly, collaborative and inclusive culture

  • 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

  #LI-Hybrid

  The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

  Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

  Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com .

  At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

  We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

  Salary Range:

  76,000/76 000 - 125,000/125 000

  Job Category:

  Sales - SIP

  Posting End Date:

  11/02/2024

• About the company

  Sun Life Financial Inc. is a Canadian financial services company.

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