Account Executive – Group Employee Benefits

Location: Edmonton, Alberta

Company: InsureCPA

About the Opportunity:

With over 50 years of dedicated service to small to medium CPA firms, we are an established and growing organization with a strong foundation in group benefits, serving 170 firms and more than 2,000 members.

We have a clear and ambitious goal to double the firms and members we serve. You will will work closely with a talented existing Team including Group Employee Perks Account Manager, Individual Sales Advisors, Marketing, and Service/Admin.

You’ll have the autonomy to define strategy, refine our go-to-market approach, and grow a meaningful book of business.

What You’ll Do

- Drive new business growth by identifying, prospecting, and closing group benefits opportunities
- Develop and execute a sales strategy to support our goal of doubling our current book
- Collaborate with internal stakeholders to enhance proposals, pricing strategies, and client experience
- Act as a trusted advisor to clients, understanding their needs and delivering tailored benefits solutions
- Help define and refine the sales process, tools, and playbook for future team growth
- Stay informed on market trends, carrier offerings, and competitive positioning
- Attend relevant networking events and conferences

What Makes This Role Different

- Trusted partner in the CPA community
- Ownership from day one
- High visibility and influence
- Not-For-Profit

What Success Looks Like

- Consistent growth in current group benefits clients
- Clear prospecting action plan
- Strong retention and expansion
- Meaningful contribution toward doubling our current business

Why Join Us?





- Be part of an organization with momentum and a clear growth trajectory
- Shape a function from the ground up — not just execute within one
- Work with a team that values initiative, ownership, and results
- Competitive compensation package with strong upside tied to growth

Qualifications:

- 5+ years in business development or sales role in employee benefits.
- Life/A&S; License (HLLQP/LLQP).
- CEBS designation is an asset.

If you’re looking for a role where you can build something meaningful, not just manage it, we’d love to connect. Apply today or reach out to learn more.

About InsureCPA

At InsureCPA, we take care of the person behind the designation. We provide insurance solutions and group employee benefits designed to protect the health and wealth of CPAs. As a not-for-profit organization, we are committed to delivering exceptional service tailored to the unique needs of CPAs.

Now is an exciting time to join InsureCPA. We're expanding our team to support a future filled with new opportunities and current ways to serve our clients. For those who thrive in an energetic, supportive setting and want to be part of something meaningful, InsureCPA offers a chance to grow and make a difference.

Core Values:

- Let’s Go - We are motivated to take action today.
- Raise the Bar – We take the initiative to improve everything we do.
- Anything is Possible - We approach obstacles with an open mind.
- We are Good People - We make a positive impact every day.

Benefits:
- Dental care
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off

Licence/Certification:
- Life Insurance and Accident & Sickness License (required)

Work Location: In person

📌 Account Executive - Group Employee Benefits (Edmonton)
🏢 CPA Insurance plans west
📍 Edmonton