Sun Advantage Account Executive

Sun Life Financial, Inc.

$80K — $128K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years of proven selling experience
  • Strong negotiation and influencing skills
  • Ability to juggle multiple priorities
  • Knowledge of group benefit plan design and related legislation
  • Must obtain GBA designation within 2 years of employment
  • Self-starter with a customer-focused mindset
  • Valid driver's license and access to a vehicle

Responsibilities

  • Manage relationships with Advisors (consultants and brokers)
  • Meet annual financial objectives for assigned business
  • Develop new business opportunities with Advisors
  • Deliver value-added products and services to clients
  • Keep Advisors informed of benefits-related changes

Benefits

  • Pension, stock, and savings programs for financial security
  • Flexible benefits to meet family needs
  • Wellness programs focusing on mental, physical, and financial health
  • Fitness programs promoting work-life balance
  • Flexible work schedule with travel within a two-hour radius
Full Job Description
Job Description:

In Group Benefits, we serve more than 5 million Canadians - plan members and their dependents - through our more than 11,000 group benefit plans across the country. Our customers include employees, associations, affinity groups and creditors in virtually every industry in Canada, and we're proud to be their benefits provider.

The Account Executive, Sun Advantage Group Benefits is responsible for the profitable management of a portfolio of group benefits business in the Calgary office in the 3 to 49 life group market. This is done by understanding the Advisors needs, effectively communicating Sun Life Financial's value proposition, products and services, and keeping Advisors informed of changes impacting benefit.

What will you do?
  • Relationship manager for Advisors (consultants and brokers) and responsible for the overall client relationship with Sun Life Financial
  • Meeting annual financial objectives and the growth and profitability of an assigned block of business
  • Managing the relationship with assigned Advisors, including training and new business development
  • Ensure client/Advisor needs are met through the delivery of value-added products and services


What do you need to succeed?
  • 2-5 years proven selling experience
  • Integrity, customer focus, strong leadership skills and the ability to work successfully in a team environment
  • Strong negotiation, analytical and influencing skills
  • Self-starter and results oriented
  • Excellent presentation, interpersonal and communication skills
  • Adept at juggling multiple priorities
  • Knowledge of group benefit plan design including underwriting and financial management, technology and Internet applications, benefit and plan taxation, communications and administration procedures, claims practices, government legislation and current developments in the benefits field
  • Ongoing professional development and group industry (Advocis, local seminars etc.) involvement
  • Incumbent must obtain their GBA designation within the first 2 years of employment
  • Valid drivers license and access to a vehicle is required


What's in it for you?
  • Pension, stock and savings programs to help build and enhance your future financial security
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Wellness programs that support the three pillars of your health - mental, physical and financial
  • Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle
  • Flexible work schedule and be prepared to travel as needed. A substantial amount of time will be spent meeting with Advisors. Most travel is done in regular business hours within a two hour driving radius


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.

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

Job Category:
Sales - SIP

Posting End Date:
26/07/2026

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