Account Executive, Ontario Regional Sales

A bout the role

• Manage the entire sales process, from initial contact to the close of the deal.
• Understand client needs and present tailored solutions, effectively demonstrating the value of our insurance products and services. 
• Collaborate with internal teams to ensure seamless implementation and delivery of solutions to clients. This role is support by a dynamic implementation team who will take the sale through implementation and onboarding ensuring a smooth and seamless transition for the client and their employees.
• Expand your knowledge of our offerings and industry trends to stay ahead of the competition. 
• Retain organized records and tracking progress toward business goals and quotas using Salesforce. 
• Leverage Excel, Salesforce, and Salesloft to streamline your sales activities, track progress, and optimize your performance.
• Strategic planning with your manager to constantly fine tune your territory approach to improve overall sales results on a weekly, monthly, & quarterly basis.
• New leads received from a variety of sources (BDR's, Marketing, Partnerships), but the expectation will also be to generate new business opportunities on your own as well.
• Collaborate with our internal GRS team to support client requirements for financial planning support services and or retirement/investment plans as part of their Group Benefits solution. This role is supported by a Group Retirement Planning team that specializes in this field.

Qualifications

• Mandatory requirement : licensed insurance advisor - LLQP (Life, Accident and Sickness License) and E&O Coverage in force and in good standing in Ontario.
• Nice to have – Extra Provincial Licenses or willing to be licensed in other provinces in the future. 
• Nice to have but not required – Segregated funds experience, CFP, CP, CEBS designations or other.

Please note: It is our company policy and an insurance regulation that you are licensed in the province in which the customers' business is headquartered to earn commission income.

• Proven experience as a successful Account Executive or in a comparable sales role within the insurance industry specifically in group benefits. 
• Experience working in a business-to-business sales environment with a multi-stage sales process.
• Strong track-record of independently generating leads, qualifying prospects, and closing deals. 
• Proficiency in utilizing Excel for data analysis and reporting. 
• Experience with Salesforce and Salesloft, or similar CRM and sales automation tools. 
• Excellent communication and negotiation skills, with the ability to build rapport and establish trust with clients. 
• Self-motivated and target-driven, with a passion for exceeding sales goals. 
• Strong organizational and time management abilities to effectively prioritize tasks and meet deadlines. 

This is fully remote role with the opportunity to work out of a local Toronto office if you prefer.