Account Executive, Ontario Regional Sales at Sterling Brokers

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

17 Mar, 26

Salary

0.0

Posted On

18 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Process, Client Needs Assessment, Insurance Products, Collaboration, Salesforce, Excel, Salesloft, Lead Generation, Negotiation Skills, Organizational Skills, Time Management, Group Benefits, Financial Planning, Retirement Plans, Communication Skills, Self-Motivated

Industry

Insurance Agencies and Brokerages

Description

About the role Manage the entire sales process, from initial contact to the close of the deal. Understand client needs and present tailored solutions, effectively demonstrating the value of our insurance products and services. Collaborate with internal teams to ensure seamless implementation and delivery of solutions to clients. This role is support by a dynamic implementation team who will take the sale through implementation and onboarding ensuring a smooth and seamless transition for the client and their employees. Expand your knowledge of our offerings and industry trends to stay ahead of the competition. Retain organized records and tracking progress toward business goals and quotas using Salesforce. Leverage Excel, Salesforce, and Salesloft to streamline your sales activities, track progress, and optimize your performance. Strategic planning with your manager to constantly fine tune your territory approach to improve overall sales results on a weekly, monthly, & quarterly basis. New leads received from a variety of sources (BDR’s, Marketing, Partnerships), but the expectation will also be to generate new business opportunities on your own as well. Collaborate with our internal GRS team to support client requirements for financial planning support services and or retirement/investment plans as part of their Group Benefits solution. This role is supported by a Group Retirement Planning team that specializes in this field. Qualifications Mandatory requirement: licensed insurance advisor - LLQP (Life, Accident and Sickness License) and E&O Coverage in force and in good standing in Ontario. Nice to have – Extra Provincial Licenses or willing to be licensed in other provinces in the future. Nice to have but not required – Segregated funds experience, CFP, CP, CEBS designations or other. Please note: It is our company policy and an insurance regulation that you are licensed in the province in which the customers’ business is headquartered to earn commission income. Proven experience as a successful Account Executive or in a comparable sales role within the insurance industry specifically in group benefits. Experience working in a business-to-business sales environment with a multi-stage sales process. Strong track-record of independently generating leads, qualifying prospects, and closing deals. Proficiency in utilizing Excel for data analysis and reporting. Experience with Salesforce and Salesloft, or similar CRM and sales automation tools. Excellent communication and negotiation skills, with the ability to build rapport and establish trust with clients. Self-motivated and target-driven, with a passion for exceeding sales goals. Strong organizational and time management abilities to effectively prioritize tasks and meet deadlines. This is fully remote role with the opportunity to work out of a local Toronto office if you prefer.

Responsibilities

Manage the entire sales process from initial contact to closing deals while understanding client needs and presenting tailored solutions. Collaborate with internal teams to ensure seamless implementation and delivery of solutions to clients.