09 Nov
|
Empire Life
|
Winnipeg
09 Nov
Empire Life
Winnipeg
Manage investment accounts remotely across Eastern Canada, combining territory planning, market insight, and consultative relationship management.
In this Account Executive, Investments position, Empire Life assigns you to Retail Distribution’s Eastern Canada territory. You will create and execute annual business plans, monitor activity, and reassess priorities to achieve sales objectives. The work includes building long-term relationships with Distribution Partners and Financial Advisors, understanding competitive products, and supporting case development with internal partners.
Key Responsibilities
Build annual business plans with Senior Management and Sales
Monitor territory activity and reassess plans regularly
Maintain knowledge of market trends and competitor products
Organize business, appreciation, and industry events
Ensure product mix meets underlying client needs
Requirements
In-depth knowledge of segregated funds and estate planning
Sound understanding of investment regulatory and compliance issues
Excellent written and verbal communication skills
Undergraduate degree required; business major an asset
Regular travel, including possible overnight stays, is required
Apply strategic account management, investment expertise, and territory planning to support Empire Life’s regional sales objectives.
📌 Investment Distribution Account Manager (Winnipeg)
🏢 Empire Life
📍 Winnipeg