Investment Distribution Account Manager
Empire Life, LLC
Manage investment accounts remotely across Eastern Canada, combining territory planning, market insight, and consultative relationship management.In this Account Executive, Investments position, Empire Life assigns you to Retail Distribution’s Eastern Canada territory. You will create and execute annual business plans, monitor activity, and reassess priorities to achieve sales objectives. The work includes building long-term relationships with Distribution Partners and Financial Advisors, understanding competitive products, and supporting case development with internal partners.Key Responsibilities:
Build annual business plans with Senior Management and SalesMonitor territory activity and reassess plans regularlyMaintain knowledge of market trends and competitor productsOrganize business, appreciation, and industry eventsEnsure product mix meets underlying client needsRequirements:
In-depth knowledge of segregated funds and estate planningSound understanding of investment regulatory and compliance issuesExcellent written and verbal communication skillsUndergraduate degree required;
business major an assetRegular travel, including possible overnight stays, is requiredApply strategic account management, investment expertise, and territory planning to support Empire Life’s regional sales objectives.
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Build annual business plans with Senior Management and SalesMonitor territory activity and reassess plans regularlyMaintain knowledge of market trends and competitor productsOrganize business, appreciation, and industry eventsEnsure product mix meets underlying client needsRequirements:
In-depth knowledge of segregated funds and estate planningSound understanding of investment regulatory and compliance issuesExcellent written and verbal communication skillsUndergraduate degree required;
business major an assetRegular travel, including possible overnight stays, is requiredApply strategic account management, investment expertise, and territory planning to support Empire Life’s regional sales objectives.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
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