Account Executive

Job Description

iA Financial Group is looking for an Account Executive for its Group Savings and Retirement business. Reporting to the National Vice President, Distribution, the incumbent will be responsible for building relationships and working effectively with British Columbia based consultants and advisors to support and generate sales for iA Financial Group’s Group Savings and Retirement division.

In this key role you will contribute to growing our west coast presence and help shape the group’s strategic decision-making as part of our stand-out team. This is a role where entrepreneurship, autonomy and teamwork are not only encouraged but also required.

Main responsibilities
Contribute to achieving the business development objectives for Western Canada by:

• Creating and developing strong business relationships with distributors, including consulting actuary firms and group retirement advisors

• Effectively positioning our offer in the market to generate new business and support existing business

• Developing and leading new business proposals, sales strategies and finalist presentations relating to new business in the Region.

• Developing, with our partners, solutions for our prospective clients that meet their needs

• Being involved in the evolution our service and product offer in line with the realities of the market

Qualifications

• Minimum of 5-7 years of relevant work experience in group savings and retirement or a related financial field at an insurance carrier, advisory firm or a consulting firm

• FCIA, FSA, CFA or CEBS designation (would be an asset)

• Proven ability to pursue and achieve business sales targets

• Extremely customer-oriented with a deep understanding of sales and service issue

• Ability to multi-task and prioritize issues strategically

• Strong analytical skills, strategic thinking with exceptional business acumen

• Exceptional presentation skills

What iA Offers:

• We value and encourage our employees to have a good work-life balance and so on top of vacation, we offer personal leave days as well as a wellness days.

• You know how you best work and our flexible working model allows you to determine what work environment would be most optimal, whether it means working from home or one of our many offices.

• To encourage an active and healthy lifestyle, we have a generous wellness plan that covers physical activity and wellness expenses.

• A medical and dental plan for our employees and their dependents as well as a Health Spending Account to cover costs not covered by our plan.

• A pension plan to take care of you in retirement.

• A home office equipment program to ensure that you have the best working environment.

• Participation in our Share Purchase Plan.

• Your development and continuous improvement are important to us! We offer an Education Assistance Program to ensure you have the tools and knowledge to grow your career here at iA.

Compensation

The typical base salary hiring range for this position is from $100,000 and $130,000 annually. The base pay offered is based on location and may vary depending on skills, job-related knowledge, experience, and internal equity.

Location(s)Vancouver, British Columbia

Other Possible Location(s)Burnaby, British Columbia
Company

iA Financial Group

Posting End Date2025-01-14

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.