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About the Role

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 and external stakeholders to drive new consultant business, increased in-force contributions and new client opportunities.

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 practices
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

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

Skills

Presentation skills
Communication skills
Relationship building skills
Negotiation skills
Public speaking
Collaboration
Time management
Problem-solving

Location

Hybrid

Work Type

Full-time
Part-time

Experience Level

5+ years

Education Level

Post-secondary education
Retirement Plan Associate designation (CEBS)
RPA Primer

Salary/Compensations

$91,380 - $141,380 annually

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: Workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

About the Company

Grow with Canada Life. We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

Equal Opportunity

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.