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. We’re looking for a dynamic 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 benefits. 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: Service Issues/Challenges Contribute to an annual strategic planning process to achieve the vision and goals set by the business 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 Manage the block of business (renewals) 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 Maintain superior client service, regular check-ins, and evaluation of needs 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 current team members, leading by example and contributing to their continued success and achievement of individual and organizational performance goals Client Accounts Prioritize and maintain superior client service Partner with and educate advisors on sales concepts and strategies, as required Be a key contact for any client complaints Proactively educate clients on the full spectrum of PPF Group services and solutions that will help them address broader organizational needs and goals Act as a trusted advisor,



fostering a holistic understanding of how our integrated solutions can enhance business performance and employee satisfaction Successful and effective Account Executives in the group benefits space, have demonstrated a combination of the following Skills, Knowledge, and Behaviors: Sales and Relationship Management Ability to analyze benefits plans, financial data, and market trends to make informed recommendations 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 health, dental, life insurance, disability, and wellness programs) Insurance and Regulatory Environment Knowledge of provincial and federal regulations impacting benefits plans in Canada Familiarity with underwriting processes, claims management, and carrier practices Basic understanding of related areas, such as retirement planning, financial solutions, and People practices, to support cross-solution selling Awareness of the evolving needs of diverse workforces, including mental health, wellness, and flexible benefits options Goal-oriented with a strong drive to meet or exceed sales targets Thrives in a dynamic industry with frequent regulatory and market changes Works effectively/collaboratively with internal teams, such as underwriting, marketing, and account management, to ensure seamless client support 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) 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.

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