Account Executive, Investment Jobs

Account Executive, Investment

(Location: Remote, Vancouver or Calgary)

Empire life is looking to hire an Account Executive, Investment to join our Retail Distribution team!

Why pursue this opportunity

The role - this is a new position and your chance to join a growing team, while being provided the opportunity to make an impact.

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.

Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

What you’ll be working on

• Represent the Empire Life brand with strategic account management to drive sales and ensure retention of existing business in the insurance and investment markets
• Assist in providing financial planning solutions for clients, adhering to Empire Life’s prescribed sales process insurance and/or investments
• Manage case development, liaising with internal partners, such as Tax & Estate Planning, to ensure product mix meets underlying needs
• Manage expenses within assigned budget
• Organize, and participate in industry, business and appreciation events for Distribution Partners, leveraging appropriate internal resources for support while representing and promoting the Empire Life brand; uphold the Empire Life brand within the community at large
• Provide input into internal business strategy and planning
• Provide regular feedback on support team performance as well as specific input to performance reviews and development plans
• Drive and influence sales decision and retention in the insurance and/or investment markets to achieve defined sales targets; proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to Distribution Partner firms, branches and decision makers
• Build and maintain exceptional knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for investments and insurance
• Leverage cross-channel sales opportunities by proactively referring business to appropriate channels
• Maintain accurate and current records of Distribution Partner activity and current and potential product and revenue generating needs
• Gather market intelligence and share internally as appropriate
• Apply strategic territory and account management principles to build a comprehensive annual business plan in collaboration with Senior Management and the Sales team to achieve sales objectives, and execute business plan, monitoring activity and reassessing regularly
• Identify and report potential compliance risk issues that may become apparent through regular contact with Distribution Partners
• Manage personal growth and development by leveraging strengths and identifying and acting on development opportunities
• Conduct regular and targeted face-to-face and/or virtual meetings with Distribution Partner, World Financial Group, to gain an in-depth understanding of their unique business needs in order to advise on business strategies, sales concepts and revenue generating ideas, and to promote the features and benefits of Empire Life’s investment and/or insurance products
• Leverage a strong competitive drive to uncover and influence sales opportunities and share in-depth knowledge and experience in the Canadian investment market to support defined sales goals.
• Educate and direct Distribution Partners by initiating opportunities to present sales and marketing seminars, provide one-on-one education on business strategies, sales concepts, revenue generating ideas and Empire Life’s insurance and/or investment products and their benefits and features

What we’re looking for you to have

• Undergraduate degree required; business major, an asset
• Proficiency with MS Office (Excel, Word, PowerPoint)
• In-depth knowledge of financial planning tools, regulatory and compliance issues
• LLQP and one of the following required: CFA, CLU, CFP, CIM, FMA, ChFC, RHU
• CSC or IFIC required with preference to CSC
• Strong integrity and leadership skills with sound judgment and decision making
• Ability to be customer-centric, drive for results, take initiative, and be innovative
• Established network in the financial services industry
• 5+ years face-to-face sales experience in financial services
• Exceptional relationship building skills, collaboration and interpersonal skills
• Excellent organization, prioritization and time management skills
• In-depth understanding of Distribution Partner needs and understanding of the Canadian broker and advisor channel, insurance and investment products and their application in financial planning
• In-depth knowledge of insurance related products including universal and whole life products, segregated funds and their application in creating solutions for financial and estate planning needs
• Excellent written and verbal communication skills
• Excellent influencing, leadership, and presentation skills
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• A defined contribution pension plan with generous employer matching
• A comprehensive employer-funded benefits package that includes life insurance, disability, health and dental and a generous health account
• Four weeks annual vacation from hire date
• A cash employee referral program
• Competitive uncapped commission for sales positions
• Annual bonus program, which recognizes both strong company performance and individual contributions
• Employer-sponsored wellness and recognition programs
• Competitive salaries with annual pay increases
• Top up programs for parental leave and compassionate leave
• Flexible work arrangements and an annual allotment of personal health days.

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.

Get to know us

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [email protected].