Account Executive – Financial Institutions Practice Jobs

Bachelor's degree in accounting, related financial discipline, or equivalent education/experience

Strong knowledge of federal, state, and company policies, procedures and regulations as related to finance/accounting

Previous working experience/knowledge of this bank’s financial systems and associated procedures would be an asset

2-4 years financial and/or accounting analysis experience

Knowledge of economic and accounting principles, the financial markets, and reporting of financial data

Advanced user proficiency with computer applications, such as Microsoft Office Suite, spreadsheet/modeling skills, and any other related financial software

Providing both technical and project management leadership skills to team members for Bookkeeping and Accounting projects and engagements

Supervising (and completing when necessary) the preparation of working paper files, financial statements, corporate and personal tax returns

Assisting in the direction and training of staff, reviewing completed files to ensure quality of work

Prioritizing projects, establish budgets and assigning staff to meet client deadlines

Participation in delivering formal project/team performance review and/or giving effective input to reviewers on team members

Recommend, & are focused on excellent service delivery to our clients

Average years of experience required : 5+ years of full cycle sales experience, with at least 1 in the field

Experience selling to the C-suite

Experience building a business case and delivering return on investment

More details about our company benefits can be found at the following link:

Partnering with internal resources in order to drive additional value and expertise

Generating pipeline that leads to closed revenue and quota attainment

Average years of experience required : 5+ years of full cycle sales experience, with at least 1 in the field

Experience selling to the C-suite

Experience building a business case and delivering return on investment

Partnering with internal resources in order to drive additional value and expertise

Generating pipeline that leads to closed revenue and quota attainment

Selling on value and return on investment vs. technical functionality

Self-starter with superior time management and delegation skills.

7+ years underwriting experience (or equivalent) with proven leadership skills.

Competitive health & dental benefits plan

External education & tuition reimbursement programs

Ensure that booking and coding is actively managed and cross-checked, as appropriate.

Experience underwriting some or all of the key product(s) listed in ‘The Opportunity'.

Industry experience in taxation or a professional accounting designation or a law degree

Canadian Corporate tax experience will be favoured but not required

Learning opportunities to develop new skills and progress your career

Skills And Attributes For Success

Must be able to function well on a team as well as work independently

Must be willing to learn and work at learning new matters

Be a thought leader and customer advocate with partners to elevate the adoption of experience management (XM) in Financial Services

Minimum 6+ years of experience selling SaaS solutions

Ability to learn and understand product solutions and features with excellent verbal and written communication skills

Strong quantitative, analytical and conflict resolution abilities

Experience using enterprise sales processes such as MEDDIC

Experience using CRM such as Salesforce or Microsoft Dynamics and measuring system compliance

Post-Secondary Education OR equivalent industry education and experience

Minimum 7 years of Financial Institutions or Financial Lines experience managing a large and diverse book of business from multiple brokers

Risk analysis and technical skills

Strong analysis and decision-making skills

Coverage analysis of manuscript forms with the ability to tailor them to specific client needs

Pricing analysis using data analytics and modeling tools

Self-starter with superior time management and delegation skills.

7+ years underwriting experience (or equivalent) with proven leadership skills.

Competitive health & dental benefits plan

External education & tuition reimbursement programs

Ensure that booking and coding is actively managed and cross-checked, as appropriate.

Experience underwriting some or all of the key product(s) listed in ‘The Opportunity’.

Meet with CIOs, IT executives, LOB executives, Program Managers, and other important partners

Field sales experience within big data, Cloud, or SaaS sales

Prior customer relationships with CIOs, program managers, and essential decision makers

7+ years experience exceeding sales quotas

Close both new accounts and existing accounts

Identify and close quick, small wins while managing longer, complex sales cycles

Superior relationship management, negotiation, organizational and time management skills.

Excellent communication, organizational and time management skills.

Follow Liberty’s Guidelines for Inclusion and build on personal DE&I knowledge and skill sets.

Work closely with team members, Management and Product Leaders to ensure consistency with underwriting approach and product strategies.

Post-secondary education, relevant insurance designations/education or related work experience in the financial sector is required.

Competitive health & dental benefits plan

Developing and managing the relationship to become the client’s risk management advisor;

Developing new contacts and build relationships with prospects that align with the Region’s/Branch’s acknowledged targeted industry or segment groups;

Minimum five (5) to seven (7) years of commercial insurance experience;

Experience in the Financial Institutions segment is required;

Excellent interpersonal, communication and presentation skills, both verbally and written;

Client focused and proven relationship building skills;