Account Executive (4872)

Job Posting

Account Executive
Organization:  Great-West Life
Province:  Manitoba
Location:  Winnipeg
 
 
Description:

Supporting the advisor/broker distribution channel in Manitoba. This position will be reporting to the Sales Director Group Customer - Mid-West Region, your primary responsibilities will be to enhance advisor/broker relationships with a goal to achieve annual sales targets and retain clients in the Group Retirement Services field (Group RRSPs, pension plans, etc.). 

Accountabilities:  

Develop and implement business plans to achieve annual sales targets through new and existing client relationships
Maintain and strengthen relationships with advisors/brokers to achieve annual sales targets
Manage the sales process from request for proposal to finalist presentation
Work closely with advisors/brokers, plan sponsors, and client relationship staff to ensure client satisfaction through our new business implementation process
Work collaboratively with the Mid-West Group Customer team to ensure Great-West’s success in this market
Promote additional products and services with advisors/brokers, clients and client relationship managers to enhance client retention 

Requirements:

Qualifications and Competencies: 

Degree or diploma in marketing-related field preferred
Background in the financial services industry with specific knowledge in the Group Retirement Savings segment
Minimum of 3 years of sales experience preferred
Exceptional collaborative relationship building skills
Excellent communication skills, both verbal and written
Proven negotiation and public speaking skills
Superior presentation skills with a focus on investment and retirement planning topics offered to intermediaries, pension committees and plan sponsors
Effective time management and strong problem-solving skills to achieve sales and retention goals
Quick thinking and creative
Proficient in MS Office products
Retirement Plans Associate (RPA) designation is preferred
Requires vehicle and flexibility for travel