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