Position Title: Group Account Executive

Reports To: Group Sales Vice President, Eastern Canada

Department: Group East
Term: Permanent Full-Time
Location: Greater Toronto Area


Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.


The Opportunity: As the Group Account Executive, you will be responsible for new business sales and the profitable management of a portfolio of group benefit clients, specifically supporting our consulting firm clients within the GTA!

What you will be doing:

• Develop and maintain strong partnerships, and profitably manage relationships with our consulting firm groups
• Sell Equitable group products & services by using modern selling techniques and developing strong partnerships with clients, advisors, and TPA's
• Conduct financial negotiations with clients and advisors to ensure the assigned block of business renews profitably each year
• Overall responsibility for developing client/advisor relationships, understanding their needs, teaching, and delivering on their service expectations
• Maintain professional and technical knowledge by attending educational workshops, reviewing industry publications, establishing your professional network
• Offer valuable perspectives and insights to client/advisors
• Educate clients/advisors and help them navigate alternatives

What you will bring:

• 3+ years of experience in successful sales/consulting of group benefits insurance (previous underwriting experience an asset)
• Demonstrated current in-depth knowledge of group benefit plan design; applicable financial and underwriting principles; and taxation rules as applied to group benefit plans
• Proven leadership and mentoring/coaching skills
• Highly developed professional communication skills
• Computer literacy including familiarity with group benefits web applications
• Client centric mindset and able to work successfully as part of a team
• Demonstrated track record of using insights, negotiation and influencing skills to drive sales
• Critical and proactive mindset
• Valid drivers license in good standing and access to a vehicle to travel within the territory (GTA)

What's in it for you:

• A high-performance and rewarding culture and experience
• Includes variable pay opportunities
• Annual vacation allowance, and company-paid benefits program
• Car allowance and work travel expense program
• Immediate enrollment into the company's pension program with employer matching
• Discounts on company products and service and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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