Role Description Leads enterprise‑level, high‑visibility client engagements with complex funding and service models. This role serves as a trusted executive advisor, drives business development, and leads teams or initiatives with significant market or enterprise impact.
ESSENTIAL JOB DUTIES include but are not limited to: Book of Business: Oversight of highly complex, high-revenue, high-visibility book with enterprise-level clients, often with complex funding models and custom service structures that require very high service intensity and deep strategic engagement.
Serves as a trusted advisor to key client stakeholders and is an expert in the client lifecycle process.
Drives business development and prospect strategy as a subject matter expert serving the Employee Benefits department.
Maintains networking with carriers and clients.
Shapes and influences market‑level and enterprise‑level benefits strategy.
Coaches, mentors, and develops staff and ensures team members receive support needed to grow.
Key strengths and traits include but are not limited to: Driving results
Achievement motivation & perseverance
Business acumen; tactical to strategic
Visionary thinking
Emotional intelligence
Influence/persuasion – for enterprise impact
Drives innovation
Qualifications Active Life & Health License
8+ years relevant experience
Technical application skills: Advanced Excel, expert level fluency in self‑funding, captives and alternative funding strategies
Market facing subject matter expert; ability to inform strategy through deep industry insight
The anticipated posting timeline for this opportunity is 09/08/2026-10/82/2026.
Salary Range $120,000—$150,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family,



you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D;
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Well-Being Stipend
Personal and Professional Development
In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These perks do not apply to internship roles.
Why Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams.



We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry Business Insurance Magazine – Best Places to Work in Insurance
US Insurance Awards – Community Outreach Project of the Year
U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
Inc. Magazine Best Workplaces
Inc. 5000 – List of Fastest Growing Companies
Alaska Journal of Commerce – Best Workplaces in Alaska
Charlotte Business Journal – Best Places to Work
Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
Connecticut Top Workplaces
Dallas Business Journal – Best Places to Work
Denver Business Journal – Best Places to Work
Denver Business Journal – Fast 50
Kansas City Business Journal – Best Places to Work
Los Angeles Business Journal – Best Places to Work
Puget Sound Business Journal – Washington’s Best Workplaces
Tampa Bay Times – Best Workplaces
The Salt Lake City Tribune Top Workplaces
Utah Business – Best Places to Work
Wichita Business Journal – Best Places to Work
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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📌 Client Executive (Employee Benefits) (Ontario)
🏢 IMA Financial Group
📍 Ontario