The Account Executive will be responsible for the maintenance of productive relationships with Benefits Consultants and group policyholders, new business sales, and management of accounts of an in‑force business portfolio. The successful candidate will work with a team to reach or exceed the objectives–sales, profitability, renewal, and persistency targets–set by management. The management of those targets requires excellent decision‑making ability, initiative, and creativity within a team.

Manage a block of in-force large and/or complex Group Benefits clients Lead the sales process from request for proposal to finalist presentation Perform all duties related to the management of accounts assigned, in particular financial duties such as annual account renewal, financial reports, etc. Solve problems related to unusual or delicate claims and address financial matters for which guidelines are not available or act in cases where a decision must be taken after consultation with Field Management Work collaboratively with respective service counterparts to ensure customer service needs are exceeded Promote additional products and services with consultants, plan sponsors, and service counterparts to enhance client retention Achieve annual sales, persistency, in-force growth, profit and other targets 5+ years ofgroup insurance experience and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting ~ Excellent communication skills, ideally both spoken and written in both French and English with an enthusiasm for doing presentations. ~ Strong sales and interpersonal skills as well as motivation to achieve business objectives ~ Knowledge of Word, Excel,



and PowerPoint ~ Valid driver’s license and vehicle, given in-person meetings, the travel needs ~ certified group benefits advisor], GBA (Group Benefits Associate), or CEBS (Certified Employee Benefits Specialist) is a significant asset ~ Undergraduate diploma or equivalent - This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity.

Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: ~ Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being. ~ Time Off :In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day. ~ Financial Security :Company-matching pension plan,share ownership program andadditionalinvestment options.

Employee recognition programs, service milestone celebrations, employee discounts and more! We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Remote Account Director/Client Services (Toronto)
🏢 Socket.dev
📍 Toronto