Account Executive, Insurance

Account Executive, Insurance Location: Hybrid – Kingston or Ottawa

The total target compensation (TTC) range, including salary and target bonus, is $130,000 - $180,000. This TTC range is applicable to permanent roles only; fixed-term contract and casual roles are not eligible for annual bonus and would receive only the base salary component. The actual base salary offered within this range will be determined by the successful candidate’s skills and experience, as well as internal equity.

Why pursue this opportunity Play an integral role – this is an opportunity that allows you to grow your skills, while directly contributing to the business unit you are a part of.

Deliver excellence – provide a personal, accurate, professional, and courteous service and resolution to our customers.

Have your voice heard – with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

What you’ll be working on

Conduct regular and targeted face-to-face and/or virtual meetings with Distribution Partners to gain an in-depth understanding of their unique business needs in order to advise on business strategies, sales concepts and revenue generating ideas, and to promote the features and benefits of Empire Life’s investment and/or insurance products

Assist in providing financial planning solutions for clients, adhering to Empire Life’s prescribed sales process insurance and/or investments

Leverage a strong competitive drive to uncover and influence sales opportunities and share in-depth knowledge and experience in the Canadian investment market to support defined sales goals.

Represent the Empire Life brand with strategic account management to drive sales and ensure retention of existing business in the insurance and investment markets

Drive and influence sales decision and retention in the insurance and/or investment markets to achieve defined sales targets; proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to Distribution Partner firms, branches and decision makers

Manage case development, liaising with internal partners, such as Tax & Estate Planning, to ensure product mix meets underlying needs

Leverage cross-channel sales opportunities by proactively referring business to appropriate channels

Apply strategic territory and account management principles to build a comprehensive annual business plan in collaboration with Senior Management and the Sales team to achieve sales objectives, and execute business plan, monitoring activity and reassessing regularly

Provide input into internal business strategy and planning

Organize, and participate in industry, business and appreciation events for Distribution Partners, leveraging appropriate internal resources for support while representing and promoting the Empire Life brand; uphold the Empire Life brand within the community at large

Gather market intelligence and share internally as appropriate

Provide regular feedback on support team performance as well as specific input to performance reviews and development plans

Maintain accurate and current records of Distribution Partner activity and current and potential product and revenue generating needs

Manage expenses within assigned budget

Educate and direct Distribution Partners by initiating opportunities to present sales and marketing seminars, provide one‑on‑one education on business strategies, sales concepts, revenue generating ideas and Empire Life’s insurance and/or investment products and their benefits and features

Identify and report potential compliance risk issues that may become apparent through regular contact with Distribution Partners

Build and maintain exceptional knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for investments and insurance

Manage personal growth and development by leveraging strengths and identifying and acting on development opportunities

What we’re looking for you to have

5+ years face‑to‑face sales experience in financial services

In‑depth understanding of Distribution Partner needs and understanding of the Canadian broker and advisor channel, insurance and investment products and their application in financial planning

In‑depth knowledge of insurance related products including universal and whole life products, segregated funds and their application in creating solutions for financial and estate planning needs

In‑depth knowledge of financial planning tools, regulatory and compliance issues

Established network in the financial services industry

CSC or IFIC required with preference to CSC

LLQP and one of the following required: CFA, CLU, CFP, CIM, FMA, ChFC, RHU

Exceptional relationship building skills, collaboration and interpersonal skills

Excellent influencing, leadership, and presentation skills

Excellent organization, prioritization and time management skills

Excellent written and verbal communication skills

Ability to be customer‑centric, drive for results, take initiative, and be innovative

Strong integrity and leadership skills with sound judgment and decision making

Proficiency with MS Office (Excel, Word, PowerPoint)

Undergraduate degree required; business major, an asset

Able to travel as well as work outside of traditional business hours

If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

Hybrid work model

Competitive salaries with annual pay increases

Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions

Access to learning & development programs, and education/tuition reimbursement (role dependent), to support your professional growth and career advancement.

Competitive uncapped commission, for sales positions

A comprehensive employer‑funded benefits package starting from day one of employment, that includes life insurance, health and dental and a generous health account

Flexible work arrangements and an annual allotment of personal health days.

Four weeks annual vacation from hire date

A defined contribution pension plan with generous employer matching

Top up programs for parental leave and compassionate leave

Employer-sponsored wellness and recognition programs

A cash employee referral program

To learn more about working at Empire Life, visit

Get to know us Empire Life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact View email address on ca.talent.com.

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