Account Executive - PPF Benefits & Retirement
Advisors Full Time Nepean, ON $75,000 - $85,000 CAD per year

PPF Benefits & Retirement Inc. has been growing steadily and is now seeking to dramatically accelerate growth. We are seeking a mission-focused, strategic, and results-oriented Account Executive with skills in developing strong, lasting relationships with new and existing clients.

We are a forward-thinking group benefits company dedicated to delivering tailored solutions and exceptional service to our clients. We believe in empowering businesses to support their teams through innovative benefits plans and expert advice. Our workplace values collaboration, adaptability, and a passion for creating meaningful client experiences.

We’re looking for a agile Account Executive to join our team. In this pivotal role, you’ll act as a trusted Group Perks Advisor, responsible for driving new business, nurturing client relationships, and delivering exceptional service. This role combines strategic thinking, relationship management, and sales expertise to help businesses optimize their employee benefits.

If you’re a results-driven professional who thrives in a fast-paced, client-focused environment, we’d love to hear from you.

Overview
Reporting to the Vice President, the Account Executive will leverage business tools to support the identification of new opportunities and the development of sales concepts. The Account Executive will promote our value proposition, knowledge, and insights to client/client prospects. They will also leverage their ability to deeply understand a client/client prospect to recommend group benefit and pension solutions that help them to better meet the needs of the organization and its people.

The Account Executive should be adept at drawing lines of comparison between our differentiators and our client/client prospect’s pain points:

Limited Plan Options

Service Issues/Challenges

Employee Needs

Compliance & Regulation

Relationship & Trust

RESPONSIBILITIES
Key Accountabilities include:

Contribute to an annual strategic planning process to achieve the vision and goals set by the business

Identify potential sources of revenue, threats and opportunities to our business model

Manage internal processes and act as the key contact on the client relationship management tool

Working with the Client Experience Team, assisting in executing the compliance program in the day-to-day office environment

Drive new client acquisition

Develop client attraction strategic plan

Manage the block of business (renewals)

Develop sources and prospects through referrals, cold-calls, and research

Contribute to client attraction and retention activities (marketing, enhanced service opportunities) to achieve revenue goals

Ensure client understanding by conducting effective insight captures to understand both the extent of their current coverage (if applicable) as well as what their business requires to achieve their short/medium/long-term goals, to ensure tailored solutions

Obtain details that our underwriters may require, to issue a proposal or coverage

Maintain superior client service, regular check-ins, and evaluation of needs

Monitor client experience,



respond to requests, mitigate challenges and remove roadblocks

Work with all team members in a way that helps support the level of Client Service that our clients expect from us.

Collaborate with other PPF Group team members to ensure a similar experience for all clients, across the PPF Group of companies

Support new team members, leading by example and contributing to their continued success and achievement of individual and organizational performance goals

Client Accounts

Solid focus on client retention

Prioritize and maintain superior client service

Partner with and educate advisors on sales concepts and strategies, as required

Ensure client proposals are prepared for new business and renewal meetings

Lead new business and renewal meetings with clients

Be a key contact for any client complaints

Ensure client solutions reflect their needs, with rates that are fair and reasonable

Client Education and Cross-Solutions Advisory

Proactively educate clients on the full spectrum of PPF Group services and solutions that will help them address broader organizational needs and goals

Identify opportunities to introduce PPF Group offerings that align with clients' needs, such as investment planning, family business advisory, and people solutions

Act as a trusted advisor, fostering a holistic understanding of how our integrated solutions can enhance business performance and employee satisfaction

Collaborate with internal specialists to provide clients with in-depth expertise in areas beyond group benefits, ensuring seamless delivery of all services

Successful and effective Account Executives in the group benefits space, have demonstrated a combination of the following Skills, Knowledge, and Behaviors:

Skills
Sales and Relationship Management

Strong ability to build and nurture relationships with clients and prospects

Expertise in consultative selling to identify client needs and tailor solutions to meet those needs

Communication

Excellent verbal and written communication skills

Adept at preparing/delivering/executing presentations, proposals, and client insight captures

Analytical Thinking

Ability to analyze benefits plans, financial data, and market trends to make informed recommendations

Problem-solving skills to address client challenges effectively

Organization and Time Management

Skilled in managing multiple accounts and priorities while meeting deadlines

Proficient in maintaining accurate and up-to-date records in CRM systems

Technical Proficiency

Familiarity with benefits administration software, CRM tools, and productivity applications

Competence in preparing data-driven reports and leveraging analytics tools

Knowledge
Group Perks Industry

Comprehensive understanding of group benefits products (e.g., health, dental, life insurance,



disability, and wellness programs)

Awareness of current trends and emerging solutions in the benefits landscape.

Insurance and Regulatory Environment

Knowledge of provincial and federal regulations impacting benefits plans in Canada

Familiarity with underwriting processes, claims management, and carrier practices

Complementary Business Areas

Basic understanding of related areas, such as retirement planning, financial solutions, and People practices, to support cross-solution selling

Employee Needs

Awareness of the evolving needs of diverse workforces, including mental health, wellness, and flexible advantages options

Behaviors
Client-Centric Mindset

Focused on delivering exceptional client experiences and exceeding expectations

Empathetic approach to understanding client challenges and goals

Proactive and Results-Driven

Take initiative to identify new opportunities and pursue them with determination

Goal-oriented with a robust drive to meet or exceed sales targets

Thrives in a dynamic industry with frequent regulatory and market changes

Open to learning and adopting new technologies and strategies

Works effectively/collaboratively with internal teams, such as underwriting, marketing, and account management, to ensure seamless client support

Builds strong partnerships with carriers and vendors to deliver optimal solutions

Integrity and Trust

Upholds ethical standards, ensuring transparency and honesty in all client interactions

Builds trust by consistently delivering on commitments and providing sound advice

Additional Requirements

Thorough understanding of binding authority of contracted insurance carriers when binding coverage and ability to comply

Knowledge of contracts and insurance terminology

Valid Ontario driver’s license to travel to client sites as needed

Maintaining up-to-date knowledge on company changes (e.g. portals, policies, risk tolerance, terminology)

WORKING CONDITIONS
Physical Effort
Majority of time is spent in a comfortable position and most activities require a variety of easy muscle movements. Sustained keyboarding with a required ability to sit for extended periods of time

Physical Environment
Environment has only occasional exposure to mild unpleasant or disagreeable conditions with remote possibility of accident or health hazards. Regular travel for business and client meetings required.

Sensory Attention
Work activities involve need to concentrate for intermediate durations and close attention several times daily. Excellent reading comprehension of printed and electronic text required.

Mental Stress
Fast-paced work environment with occasional exposure to one or more mental pressures (e.g. deadlines, needs for accuracy, potentially difficult clients or situations).

Please note: The above statement reflects the general details considered necessary to describe the principal functions of the job identified and shall not be considered as a conclusive description of all work required in the position. This job description may be subject to change in order to meet organizational, client or operational requirements.

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📌 Account Executive - PPF Benefits & Retirement (Quebec City)
🏢 PPF Group
📍 Quebec City