Job Description

You are as unique as your background, experience and point of view. Here, you\xe2\x80\x99ll be encouraged, empowered and challenged to be your best self. You\'ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you\'ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

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The National Accounts, Account Executive is responsible for a portfolio of Group Benefits\' clients wherein they convert client needs and issues into opportunities to introduce solutions. Your ability to negotiate, collaborate and work in partnership with you client team and other internal stakeholders to deliver the best solutions to meet client needs will allow for the solutions brought forth to actually help our clients achieve their business, employment and financial goals. The work of the Account Executive aligns closely with our Purpose at Sun Life Financial, that is, they take an active role in Helping our Clients achieve lifetime financial security and live healthier lives. The current Account Executive position will manage a $150 million block of large, complex group business clients. Clients range in size and complexity however, for this role, there is a focus on the larger end of the size range.

What will you do?

Foster and maintain excellent client and consultant relationships

Grow the portfolio on a profitable basis and provide overall client support for the organization, Analyze, present and negotiate annual renewal actions

Understand the client\xe2\x80\x99s changing needs, provide benefits advice and keep customers informed of changes that impact benefit plans and Sun Life Financial value proposition, products and services

Provide sound financial management and facilitate the addition of products and services to existing clients that aligns with their goals and needs

Pro-actively manage projects, host and present to clients on a regular and frequent basis to establish strong relationships

Provide resolution to issues presented by internal stake holders, clients and consultants with respect to the block of business being managed

What do you need to succeed?

In-depth knowledge of the group benefits industry including concepts, both generic and particular to Sun Life Financial

Advanced knowledge of group insurance financial management and technical arrangements of plan funding and design (insured, refund, ASO, pooling)

Strong client relationship management skills and principles, active listening, pro active inquiry and anticipation of broader needs

Understanding of underwriting processes and profit drivers for group benefits

Knowledge of benefit management processes, systems, guidelines, capabilities, standards and practices

Strong analytical and problem solving skills

Clear communication skills both internally and externally

Notes/unique requirements:

Post-Secondary degree in a relevant field of study

10+ years experience in Group Benefits in a similar role

Valid driver\'s license and ongoing access to a vehicle

Ability to manage a flexible work schedule

Strong presentation skills and superior organizational skills for managing large client portfolio

Completed and Certified Employee Benefit Specialist (CEBS) is an asset

What\xe2\x80\x99s in it for you?

An environment of continuous learning and improvement, which supports your ongoing involvement in professional development and group industry events

Competitive salary and bonus structure influenced by market range data

Pension, stock and savings programs to help build and enhance your future financial security

Being part of an organization that offers the best experience by doing what is right and caring for our Clients

#LI-Hybrid

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.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Salary Range: 74,100/74 100 - 120,800/120 800

Job Category: Sales - SIP

Posting End Date: 11/06/2023

Sun Life Financial