Group Account Executive Northern

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity.

We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

Equitable has a job opportunity in Ontario for a Group Account Executive (GAE). The GAE is an important and strategic role that has a meaningful impact. The GAE is responsible for new business sales and the profitable management of a portfolio of group benefit client. We are looking for someone with a passion for group benefits who genuinely cares for their clients/advisors and has an entrepreneurial spirit.

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements: You will work from your home office 100% of the time. You may be required to be in‑person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as‑needed basis. Sales‑related roles may be required to travel based on the assignment. The Group Account Executive is also required to travel regularly within the assigned region.

Please note, that while this is a remote job, meaning you will work from home, this candidate is required to live in Ontario, preferably Ottawa/Kingston or surrounding areas.

• Pre‑sell Equitable group products & services by using modern selling techniques and social selling.
• Find and develop new partnerships with advisors not yet working with Equitable.
• Regularly meet with our advisor partners in person. Regular travel within your region and travel multiple times per year to head office will be required.
• Profitably manage and renew the inforce block of business that you built.
• Act as a go‑to resource for sales strategies, marketing, product, and support for advisors, clients and TPAs.
• Leverage the unique differentiators of Equitable in your sales messaging.
• Identify solutions and opportunities, even when they may deviate from what is requested by your clients/advisors, providing education and guidance as they navigate through the alternatives.
• Proactively anticipate the needs of your clients/advisors, providing teaching, consultation, as well as exceeding their service expectations.
• Achieve KPI’s including profitably persistency and sales growth objectives.
• Prepare and execute strategic business plans to identify specific opportunities and segment client contacts.
• Take ownership of all aspects of the business development function of your business.
• Conduct financial negotiations with advisors to ensure the assigned block of business renews profitably each year.
• Conduct finalist presentation and advisor/client presentations and seminars.
• Maintain professional and technical knowledge by attending educational workshops, reviewing industry publications and establishing your professional network.
• Develop strong relationships with internal stakeholders.

• A passion for the group benefits industry with 3+ years of experience in successful sales/consulting of group benefits insurance (previous underwriting and/or service experience an asset).
• Ability to thrive in a fast‑paced evolving environment on your own while also collaborating effectively as part of a virtual team; work well under pressure and can stay focused on your priorities by identifying what’s important over what’s urgent.
• Demonstrated current in‑depth knowledge of group benefit plan design; applicable financial and underwriting principles; and taxation rules as applied to group benefit plans.
• Two‑way…