Account Executive, Managing Group Benefits

Sun Life Financial, Inc.

$80K — $128K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in Group Benefits, with a focus on business development
  • Advanced expertise in group insurance financial management
  • Proficient in benefit plan designs and underwriting processes
  • Demonstrated sales acumen and business insight
  • Strong leadership skills with a business owner mindset
  • Exceptional interpersonal and relationship-building abilities
  • Excellent organizational and time management skills
  • Strong analytical, problem-solving, and communication skills
  • Valid driver's license and vehicle access required
  • Willingness to travel within a two-hour radius

Responsibilities

  • Manage and expand a portfolio of group benefit clients profitably
  • Build and maintain strong relationships with advisors and clients
  • Analyze and negotiate annual renewals effectively
  • Provide financial insights and introduce relevant products/services
  • Identify client needs and promote Sun Life's value proposition
  • Lead projects and deliver presentations to stakeholders

Benefits

  • Diverse portfolio of clients to work with
  • Collaborative team environment
  • Flexible work schedule options
  • Career growth and development opportunities
  • Recognition for prioritizing employee well-being and mental health
Full Job Description
Job Description:

We are seeking an experienced professional to join Sun Life's Group Benefits team as a Managing Account Executive in Sun Solutions, focusing on group clients with 50+ employees. This role is responsible for the profitable growth and retention of a portfolio of Group Benefit clients, primarily in the Greater Toronto Area (GTA).

Key Responsibilities
  • Manage and grow a portfolio of group benefit clients profitably
  • Develop and maintain strong relationships with advisors and clients
  • Analyze, present, and negotiate annual renewals
  • Provide sound financial management and introduce new products/services aligned with client goals
  • Proactively identify client needs and promote Sun Life's value proposition
  • Lead projects and conduct regular presentations to advisors and clients


What do you need to succeed?

Required
  • 10+ years of experience in Group Benefits, preferably in business development
  • Advanced knowledge of group insurance financial management and benefit plan designs
  • Strong business acumen and sales skills
  • Understanding of underwriting processes and profit drivers
  • Leadership experience with a business owner mindset
  • Excellent relationship-building and teamwork skills
  • Superior organizational and time management abilities
  • Strong analytical and problem-solving skills
  • Exceptional verbal communication and presentation skills
  • Valid driver's license and access to a vehicle
  • Willingness to travel within a two-hour driving radius


Preferred
  • Certified Employee Benefit Specialist (CEBS) designation
  • Completion of Group Benefits Associate (GBA) certification
  • Active involvement in professional development and industry events


What We Offer
  • Opportunity to work with a diverse portfolio of clients
  • Collaborative team environment
  • Flexible work schedule
  • Career growth and development opportunities


Join our team and play a crucial role in delivering best-in-class service to our Group Benefits clients while driving profitable growth for Sun Life.

What else is in it for you?
  • We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.
  • We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work
  • Competitive salary and bonus structure influenced by market range data
  • Working together, sharing common values, and encouraging growth & achievement
  • Agile behaviours, faster decisions and learning as we go.


*This role includes a Sales Incentive Plan and total compensation could exceed the salary range posted

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:
80,000/80 000 - 128,000/128 000

Job Category:
Sales - SIP

Posting End Date:
03/08/2026

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