Sun Life Financial Account Executive, Group Benefits Full Time in Calgary, AB

Sun Life Financial

Branch Calgary AB CA

Account Executive, Group Benefits
Calgary, AB

Ensure client/advisor needs are met through the delivery of value-added products and services. Account Executive, Group Benefits….



Role Summary:
The Selling Account Executive is responsible for business development, client retention and the profitable management of a portfolio of group clients in the Waterloo sales office. Sales and promotional activity take place through advisors and consultants based in the Southern Alberta Region. There are annual new business, retention, execution and profitability targets for this role.

Main Accountabilities:
Main 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

Manage the relationship with assigned advisors and develop untapped sources

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

Extensive experience (5 to 8 years) in group insurance (sales, underwriting or consulting)

Minimum of 3 years proven sales success in the group market

Experience working with clients and executives within the client organization as well as with plan advisors

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

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

Strong negotiation and analytical skills

Interpersonal savvy

Self-starter and results oriented

Excellent presentation, interpersonal and communication skills

Adept at project management and handling of multiple priorities

Notes/Unique Requirements:
Regular travel in the Southern Alberta Region is required with occasional overnight travel

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.

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



Sales – SIP

Primary Location



Calgary Group Benefits

1200- 140Th Ave SW


T2P 3N3

Employee Status




Unposting Date


Feb 9, 2015, 11:59:00 PM

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Calgary, AB, CA
Posted on: 2015-01-28
Posted by: