Bilingual Client Integration and Growth Specialist​/Spécialiste bilingue — intégration et dével

Position: Bilingual Client Integration and Growth Specialist/ Spécialiste bilingue — intégration et dével[...]
Overview   Who we are?  APEXA is a web-based platform that manages the contracting and compliance of all independent Life Insurance Advisors in Canada. Based in Toronto, Ontario, we are dedicated to helping our clients adapt to the ever-changing insurance regulatory and compliance environment by offering transformative solutions.
We are seeking a proactive, self-motivated team member to join us as the  Client Business Lead  for APEXA. In this role, you will guide clients through the full lifecycle of engagement from prospecting and evaluation through implementation and ongoing relationship management. We are a small and nimble team that prides ourselves on being innovative, fast-paced and customer-focused. The candidate must be flexible to work overtime if required to meet our service-level standards.

This role is fully-remote.
In this role, you will   Identify and evaluate new clients based on client needs and suitability.
Manage a diverse group of clients and act as the first point of contact throughout the prospecting and sales phases of the client cycle.
Be an APEXA expert, build deep understanding of client processes, identify business risk, and introduce solutions as clients navigate new technology.
Train clients on system, best practices and implementation of APEXA, incorporating industry knowledge and client perspective.
Maintain client-centric focus, promote the brand, and elevate client relationships.
Create presentations, collaborate on marketing content with the client perspective.
Drive revenue through client acquisition and market identification.
Schedule and lead regular sales and account meetings with clients, tracking action items and decisions.
Provide regular updates to internal APEXA team, including revenue, new clients, training and product feedback.
Track new sales, map to annual revenue targets.
Attend internal and stakeholder meetings, acting as a system expert and industry specialist.
Support internal process and document development for project implementation.
Who you are   You are an effective communicator and presenter, highly organized. You bring SaaS expertise, insurance/finance acumen, and thrive at the intersection of business development, market analysis, and business strategy, with the quality and care it requires. You stay on top of responsibilities and meet deadlines, and your teammates trust that you have things well in hand. When you don t know an answer, you are resourceful, perform research, collaborate with your team, and get to the bottom of it.
You listen, apply industry knowledge, identify opportunities, and persuade clients and partners to envision new processes. You guide people to the right decision, manage emotions and objections, anticipate obstacles, and adjust your approach as needed, remaining respectfully firm when decisions and actions are required.
You thrive under pressure and enjoy the satisfaction of seeing plans succeed, often juggling multiple priorities. You are inspired by being part of a small team and having the autonomy to succeed.
Key competencies   Autonomy
Strategic thinking
Exemplary communication, presentation and interpersonal skills
Skilled presenter and trainer
Resourceful and persuasive
Ability to quickly learn new technology
Strong decision-making skills
Excellent attention to detail and accuracy
Strong customer-centric orientation
Demonstrated abilities with prioritization, organization and follow-ups
Stress tolerance, thriving under pressure and able to work within tight deadlines
Proficiency with MS Office applications
Problem solving
Ability to thrive in a fast-paced and interdisciplinary environment
Experience   3+ years in the Life Insurance industry (with a Carrier or MGA)
2+ years Business Development/Account Management/Sales
Strong understanding of distribution relationships between Advisors, MGA and Carriers
Knowledge of the contracting and/or licensing and compliance requirements for Life Insurance Advisors
Bilingual is required
Version (français)  Qui sommes-nous?
APEXA est une plateforme Web qui gère la contractualisation et la conformité de tous les conseillers indépendants en assurance vie au Canada. Basés à Toronto, en Ontario, nous…