Job Description
Account Executive – SunAdvantage Group Benefits
Role Summary
The Account Executive is responsible for profitable management of a portfolio of group benefits business in the Vancouver office for the 3 to 49‑life group market. Success is measured by understanding advisor needs, effectively communicating Sun Life Financial’s value proposition, products and services, and keeping advisors informed of changes impacting benefits.
What will you do?
- Relationship manager for advisors – maintain overall client relationship with Sun Life Financial.
- Meet annual financial objectives and drive growth and profitability of an assigned block of business.
- Manage the relationship with assigned advisors, including training and new business development.
- Ensure client/advisor needs are met through the delivery of value‑added products and services.
What do you need to succeed?
- 2–...