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Overview

Who we are?

APEXA is a web-based platform that manages the contracting and compliance of all independent Life Insurance Advisors in Canada. Based in Toronto, Ontario, we are dedicated to helping our clients adapt to the ever-changing insurance regulatory and compliance environment by offering transformative solutions. We are seeking a proactive, self-motivated team member to join us as the

Client Business Lead

for APEXA. In this role, you will guide clients through the full lifecycle of engagement from prospecting and evaluation through implementation and ongoing relationship management. We are a small and nimble team that prides ourselves on being creative, fast-paced and customer-focused. The candidate must be flexible to work overtime if required to meet our service-level standards. This role is fully-remote. In this role, you will

Identify and evaluate new clients based on client needs and suitability. Manage a diverse group of clients and act as the first point of contact throughout the prospecting and sales phases of the client cycle. Be an APEXA expert, build deep understanding of client processes, identify business risk, and introduce solutions as clients navigate new technology. Train clients on system, best practices and implementation of APEXA, incorporating industry knowledge and client perspective. Maintain client-centric focus, promote the brand, and elevate client relationships. Create presentations, collaborate on marketing content with the client perspective. Drive revenue through client acquisition and market identification. Schedule and lead regular sales and account meetings with clients, tracking action items and decisions. Provide regular updates to internal APEXA team, including revenue, new clients, training and product feedback. Track new sales, map to annual revenue targets. Attend internal and stakeholder meetings, acting as a system expert and industry specialist. Support internal process and document development for project implementation. Who you are

You are an effective communicator and presenter, highly organized. You bring SaaS expertise, insurance/finance acumen, and thrive at the intersection of business development, market analysis, and business strategy, with the quality and care it requires. You stay on top of responsibilities and meet deadlines,



and your teammates trust that you have things well in hand. When you don't know an answer, you are resourceful, perform research, collaborate with your team, and get to the bottom of it. You listen, apply industry knowledge, identify opportunities, and persuade clients and partners to envision new processes. You guide people to the right decision, manage emotions and objections, anticipate obstacles, and adjust your approach as needed, remaining respectfully firm when decisions and actions are required. You thrive under pressure and enjoy the satisfaction of seeing plans succeed, often juggling multiple priorities. You are inspired by being part of a small team and having the autonomy to succeed. Key competencies

Autonomy Strategic thinking Exemplary communication, presentation and interpersonal skills Skilled presenter and trainer Resourceful and persuasive Ability to quickly learn new technology Strong decision-making skills Excellent attention to detail and accuracy Strong customer-centric orientation Demonstrated abilities with prioritization, organization and follow-ups Stress tolerance, thriving under pressure and able to work within tight deadlines Proficiency with MS Office applications Problem solving Ability to thrive in a fast-paced and interdisciplinary environment Experience

3+ years in the Life Insurance industry (with a Carrier or MGA) 2+ years Business Development/Account Management/Sales Strong understanding of distribution relationships between Advisors, MGA and Carriers Knowledge of the contracting and/or licensing and compliance requirements for Life Insurance Advisors Bilingual is required Version (français)

Qui sommes-nous? APEXA est une plateforme Web qui gère la contractualisation et la conformité de tous les conseillers indépendants en assurance vie au Canada. Basés à Toronto, en Ontario,



nous nous engageons à aider nos clients à s’adapter à un environnement réglementaire et de conformité en constante évolution en leur offrant des solutions transformatrices. Nous recherchons une personne proactive et autonome pour se joindre à notre équipe à titre de

Responsable du développement des affaires clients

pour APEXA. Dans ce rôle, vous accompagnerez les clients tout au long du cycle complet d’engagement, de la prospection et de l’évaluation à la mise en œuvre et à la gestion continue de la relation. Nous sommes une petite équipe agile qui se distingue par son esprit d’innovation, son rythme rapide et son approche centrée sur le client. La personne retenue doit être flexible et disposée à faire des heures supplémentaires au besoin afin de respecter nos normes de service. Ce poste est entièrement à distance. Dans ce rôle, vous serez responsable de: Identifier et évaluer de nouveaux clients en fonction de leurs besoins et de leur adéquation. Gérer un portefeuille diversifié de clients et agir comme principal point de contact tout au long des phases de prospection et de vente du cycle client. Être un expert APEXA : développer une compréhension approfondie des processus clients, identifier les risques d’affaires et proposer des solutions alors que les clients adoptent de nouvelles technologies. Former les clients sur le système, les meilleures pratiques et la mise en œuvre d’APEXA, en intégrant les connaissances de l’industrie et la perspective client. Maintenir une approche centrée sur le client, promouvoir la marque et renforcer les relations clients. Créer des présentations et collaborer à du contenu marketing en intégrant la perspective client. Stimuler les revenus par l’acquisition de clients et l’identification de nouveaux marchés. Planifier et animer des rencontres régulières de vente et de gestion de comptes, en assurant le suivi des actions et décisions. Fournir des mises à jour régulières à l’équipe interne d’APEXA (revenus, nouveaux clients, formation, rétroaction sur les produits). Suivre les nouvelles ventes et les rattacher aux objectifs de revenus annuels. Participer aux rencontres internes et avec les parties prenantes, en tant qu’expert du système et spécialiste de l’industrie. Soutenir le développement des processus internes et de la documentation pour la mise en œuvre des projets.

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Apply on Kit Job: kitjob.ca/job/2g8rzq

📌 Bilingual Client Integration and Growth Specialist/ Spécialiste bilingue — intégration et dével[...] (Toronto)
🏢 APEXA
📍 Toronto