Account Executive - PPF Benefits & RetirementAdvisors Full Time Nepean, ON $75,000 - $85,000 CAD per yearPPF 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 Benefits 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 perks.If you're a results-driven professional who thrives in a fast-paced, client-focused environment, we'd love to hear from you.OverviewReporting 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 OptionsService Issues/ChallengesEmployee NeedsCompliance & RegulationRelationship & TrustRESPONSIBILITIESKey Accountabilities include:Contribute to an annual strategic planning process to achieve the vision and goals set by the businessIdentify potential sources of revenue, threats and opportunities to our business modelManage internal processes and act as the key contact on the client relationship management toolWorking with the Client Experience Team, assisting in executing the compliance program in the day-to-day office environmentDrive new client acquisitionDevelop client attraction strategic planManage the block of business (renewals)Develop sources and prospects through referrals, cold-calls, and researchContribute to client attraction and retention activities (marketing, enhanced service opportunities) to achieve revenue goalsEnsure 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 solutionsObtain details that our underwriters may require, to issue a proposal or coverageMaintain superior client service, regular check-ins,



and evaluation of needsMonitor client experience, respond to requests, mitigate challenges and remove roadblocksWork 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 companiesSupport new team members, leading by example and contributing to their continued success and achievement of individual and organizational performance goalsClient AccountsStrong focus on client retentionPrioritize and maintain superior client servicePartner with and educate advisors on sales concepts and strategies, as requiredEnsure client proposals are prepared for new business and renewal meetingsLead new business and renewal meetings with clientsBe a key contact for any client complaintsEnsure client solutions reflect their needs, with rates that are fair and reasonableClient Education and Cross-Solutions AdvisoryProactively educate clients on the full spectrum of PPF Group services and solutions that will help them address broader organizational needs and goalsIdentify opportunities to introduce PPF Group offerings that align with clients' needs, such as investment planning, family business advisory, and people solutionsAct as a trusted advisor, fostering a holistic understanding of how our integrated solutions can enhance business performance and employee satisfactionCollaborate with internal specialists to provide clients with in-depth expertise in areas beyond group benefits, ensuring seamless delivery of all servicesSuccessful and effective Account Executives in the group benefits space, have demonstrated a combination of the following Skills, Knowledge, and Behaviors:SkillsSales and Relationship ManagementStrong ability to build and nurture relationships with clients and prospectsExpertise in consultative selling to identify client needs and tailor solutions to meet those needsCommunicationExcellent verbal and written communication skillsAdept at preparing/delivering/executing presentations, proposals, and client insight capturesAnalytical ThinkingAbility to analyze benefits plans, financial data, and market trends to make informed recommendationsProblem-solving skills to address client challenges effectivelyOrganization and Time ManagementSkilled in managing multiple accounts and priorities while meeting deadlinesProficient in maintaining accurate and up-to-date records in CRM systemsTechnical ProficiencyFamiliarity with benefits administration software, CRM tools, and productivity applicationsCompetence in preparing data-driven reports and leveraging analytics toolsKnowledgeGroup Benefits IndustryComprehensive 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 EnvironmentKnowledge of provincial and federal regulations impacting benefits plans in CanadaFamiliarity with underwriting processes, claims management, and carrier practicesComplementary Business AreasBasic understanding of related areas, such as retirement planning, financial solutions, and People practices, to support cross-solution sellingEmployee NeedsAwareness of the evolving needs of diverse workforces, including mental health, wellness, and flexible benefits optionsBehaviorsClient-Centric MindsetFocused on delivering exceptional client experiences and exceeding expectationsEmpathetic approach to understanding client challenges and goalsProactive and Results-DrivenTake initiative to identify new opportunities and pursue them with determinationGoal-oriented with a strong drive to meet or exceed sales targetsThrives in a dynamic industry with frequent regulatory and market changesOpen to learning and adopting new technologies and strategiesWorks effectively/collaboratively with internal teams, such as underwriting, marketing, and account management, to ensure seamless client supportBuilds strong partnerships with carriers and vendors to deliver optimal solutionsIntegrity and TrustUpholds ethical standards, ensuring transparency and honesty in all client interactionsBuilds trust by consistently delivering on commitments and providing sound adviceAdditional RequirementsThorough understanding of binding authority of contracted insurance carriers when binding coverage and ability to complyKnowledge of contracts and insurance terminologyValid Ontario driver's license to travel to client sites as neededMaintaining up-to-date knowledge on company changes (e.G. portals, policies, risk tolerance, terminology)WORKING CONDITIONSPhysical EffortMajority 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 timePhysical EnvironmentEnvironment 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 AttentionWork activities involve need to concentrate for intermediate durations and close attention several times daily. Excellent reading comprehension of printed and electronic text required.Mental StressFast-paced work workplace 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.

📌 Account Executive - Ppf Benefits & Retirement (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 PPF Group
📍 Riviere-des-Prairies—Pointe-aux-Trembles