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About the Role
Sun Life is seeking an experienced professional to join the Group Benefits team as a Managing Account Executive in Sun Solutions. This role focuses on group clients with 50+ employees and is responsible for the profitable growth and retention of a client portfolio, primarily in the Greater Toronto Area (GTA).
Responsibilities
- Manage and grow a portfolio of group benefit clients profitably
- Develop and maintain strong relationships with advisors and clients
- Analyze, present, and negotiate annual renewals
- Provide sound financial management and introduce new products/services aligned with client goals
- Proactively identify client needs and promote Sun Life's value proposition
- Lead projects and conduct regular presentations to advisors and clients
Requirements
- 10+ years of experience in Group Benefits, preferably in business development
- Advanced knowledge of group insurance financial management and benefit plan designs
- Strong business acumen and sales skills
- Understanding of underwriting processes and profit drivers
- Leadership experience with a business owner mindset
- Excellent relationship-building and teamwork skills
- Superior organizational and time management abilities
- Strong analytical and problem-solving skills
- Exceptional verbal communication and presentation skills
- Valid driver's license and access to a vehicle
- Willingness to travel within a two-hour driving radius
Skills
- Group Benefits
- Business Development
- Group Insurance Financial Management
- Benefit Plan Designs
- Business Acumen
- Sales Skills
- Underwriting Processes
- Profit Drivers
- Leadership
- Relationship Building
- Teamwork
- Organization
- Time Management
- Analytical Skills
- Problem-Solving
- Verbal Communication
- Presentation Skills
Location
- Greater Toronto Area (GTA)
Work Type
- Hybrid
Experience Level
- 10+ years
Education Level
- Certified Employee Benefit Specialist (CEBS) designation
- Completion of Group Benefits Associate (GBA) certification
Salary/Compensations
- $80,000 - $128,000
Benefits
- Opportunity to work with a diverse portfolio of clients
- Collaborative team environment
- Flexible work schedule
- Career growth and development opportunities
- Competitive salary and bonus structure
- Sales Incentive Plan
About the Company
- Sun Life is recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®.
- Proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
- Agile behaviours, faster decisions and learning as we go.
Equal Opportunity
- 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.