At a Glance
- Tasks: Drive sales and build relationships in the investment market while advising partners.
- Company: Empire Life, a leader in financial services with a commitment to diversity and inclusion.
- Benefits: Competitive salary, annual bonuses, flexible work, and generous vacation time.
- Other info: Remote work opportunity with travel for client meetings and industry events.
- Why this job: Join a dynamic team and make a real impact in helping Canadians navigate their financial futures.
- Qualifications: 3+ years in face-to-face sales, strong knowledge of investment products, and excellent communication skills.
The predicted salary is between 130000 - 180000 $ per year.
Location: Remote – Eastern Canada (Nova Scotia, New Brunswick or PEI)
Please note the base salary will be determined by the successful candidate's education, skills and experience. The total target compensation (TTC) range, including salary and target bonus, is $130,000 - $180,000. This TTC range is applicable to permanent roles only.
Empire Life is looking to hire an Account Executive, Investments, to join our Retail Distribution team responsible for our Eastern Canada territory! The Account Executive drives sales and asset retention in the investment markets, by building on existing, and breaking into new markets, to establish and grow solid, long-term relationships with Distribution Partners and Financial Advisors in the assigned region.
Why pursue this opportunity:
- Our mission - provide expertise and intelligent solutions to help Canadians navigate life with confidence.
- 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.
What you’ll be working on:
- Conduct regular and targeted face-to-face and/or virtual meetings with Distribution Partners 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 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.
- Represent the Empire Life brand with strategic account management to drive sales and ensure retention of existing business in the investment markets.
- Drive and influence sales decisions and retention in the investment market to achieve defined sales targets; proactively seek opportunities to initiate and build new relationships in untapped markets.
- Use a consultative approach during regular face-to-face and virtual meetings with our partners to uncover needs, promote features and benefits of Empire Life’s investment and/or insurance products, and assist in providing financial solutions for clients.
- Manage case development, liaising with internal partners, to ensure product mix meets underlying needs.
- Leverage cross-channel sales opportunities by proactively referring business to appropriate internal insurance and/or investment partners.
- 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.
- Organize, and participate in business and appreciation events, industry events and leveraging appropriate internal resources for support.
- Build and maintain exceptional knowledge and understanding of current market trends and competitive landscape.
What we’re looking for you to have:
- 3+ years’ face-to-face sales experience in financial services.
- In-depth knowledge and understanding of investment and insurance products.
- In-depth knowledge of segregated funds and their utilization for estate planning needs.
- Sound understanding of regulatory and compliance issues.
- Established network in the financial services industry.
- LLQP (or willing to complete upon employment).
- Proficiency with MS Office (Excel, Word, PowerPoint).
- Exceptional relationship building skills, collaboration and interpersonal skills.
- Excellent influencing and presentation skills.
- Excellent organization, prioritization and time management skills.
- Excellent written and verbal communication skills.
- Strong integrity and leadership skills with sound judgment and decision making.
- Bilingualism (French & English) would be a strong asset.
- Undergraduate degree required; business major, would be an asset.
Travel: Regular travel to regional offices, client sites, or industry events, which may include overnight stays and out-of-province/country requirements.
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:
- Competitive salaries with annual pay increases.
- Annual bonus program, which recognizes both strong company performance and individual contributions.
- A comprehensive employer-funded benefits package that includes life insurance, disability, health and dental and a generous health account.
- Flexible work arrangements and an annual allotment of personal health days.
- Four weeks annual vacation from hire date.
- A defined contribution pension plan with generous employer matching.
- Top up programs for parental leave and compassionate leave.
- Employer-sponsored wellness and recognition programs.
- A cash employee referral program.
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.
Account Executive in Halifax employer: Empire Life, LLC
Empire Life is an exceptional employer that prioritizes work-life balance and fosters a supportive environment for its employees. With a strong focus on professional growth, employees have access to comprehensive learning and development programs, competitive salaries, and a generous benefits package starting from day one. The collaborative culture encourages meaningful contributions to impactful projects, making it an ideal place for those seeking a rewarding career in digital client experience.