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Sun Life

Account Executive, National Accounts

Sun Life

. Serve as the main Sun Life contact for clients and manage the overall client relationship .

Posted 11/2/2026contractCalgary • CanadaMid-LevelSenior💰 CA$85,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in group insurance sales, underwriting, or consulting, with a strong focus on client relationship management and financial oversight. Proven ability to drive growth, retention, and profitability through effective communication and project management.

Highest-signal resume keywords
Group Insurance ExperienceClient Relationship ManagementFinancial Management CapabilityNegotiation SkillsProject Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Group Insurance SalesUnderwritingFinancial ManagementBenefit Plan DesignClaims PracticesGovernment LegislationAnalytical SkillsTechnology ApplicationsPortfolio ManagementPromotional Activity
Soft Skills
Interpersonal SavvyCustomer FocusLeadershipSelf-StarterResults OrientedExcellent Communication SkillsTeam Collaboration
Certifications & Qualifications
CEBS
Industry Keywords
Group MarketFlexible Benefit PlansPlan AdvisorsClient OrganizationRetention TargetsProfitability Targets

About the role

Key responsibilities & impact
  • Serve as the main Sun Life contact for clients and manage the overall client relationship
  • Drive the growth and profitability of an assigned block of business
  • Manage relationships with associated advisors and consultants
  • Ensure client and advisor needs are met through value-added products and services
  • Support business development, client retention and profitable portfolio management for group clients
  • Conduct promotional activity and relationship management with advisors and consultants based in the Prairies Region
  • Meet annual growth, retention, execution and profitability targets

Requirements

What you’ll need
  • One year contract
  • Extensive experience (5 or more years) in group insurance (sales, underwriting or consulting)
  • Minimum of 3 years proven client relationship success in the group market
  • Valid driver’s license and access to a vehicle
  • Ability to build and sustain relationships with clients and consultants
  • Strong group insurance financial management capability relating to various funding arrangements and drivers of profitability
  • Experience working with clients and executives within the client organization and with plan advisors
  • Knowledge of group benefit plan design, including flexible benefit plans, underwriting and financial management, technology and Internet applications, benefit and plan taxation, communications and administration procedures, claims practices, government legislation and current developments in the benefits field
  • Integrity, customer focus, strong leadership and ability to work successfully in a team environment
  • Strong negotiation and analytical skills
  • Interpersonal savvy
  • Self-starter and results oriented
  • Excellent presentation, interpersonal and communication skills
  • Adept at project management and handling multiple priorities
  • University degree listed as an asset
  • Professional designation such as CEBS listed as an asset

Benefits

Comp & perks
  • A friendly, collaborative and inclusive culture
  • A collaborative and interactive team environment
  • Choice and flexibility to work from both the office and virtually based on business, client and employee needs
  • Opportunity to be part of developing the next greatest digital experience
  • Working together, sharing common values and encouraging growth and achievement
  • Joining a reputable organization with over 150 years of history
  • Certified Great Place to Work in Canada in 2026
  • Eligible employees participate in various incentive plans, with payment discretionary and subject to individual and company performance
  • Sales incentive plans for certain sales-focused roles based on individual or group sales results