As an Account Executive, you will provide sales and administrative support to PROLINK’s Life and Benefits department.

Sales:

• To sell, in a consultative manner, life and group benefit insurance solutions – including new and renewal business.
• To demonstrate and to continue to develop expertise in understanding:
  • Client needs in life, critical illness, disability, health & dental, HSA’s and group benefits insurance;
  • And the products and options available from our insurers.
• To identify prospects and obtain referrals from within your client base.
• To meet or exceed the forecasted premium volume and commission growth goals as established by your manager.
• Conduct proper fact finds/needs analysis.
• Complete necessary compliance reports.
• Participate in weekly sales meetings.

Servicing and Support:

• To ensure that the clients you serve are appropriately educated on their options and final choices, such that they are confident in their choice of broker, insurer(s), and solutions.
• To ensure that each staff member who connects with your clients understands how they should be serviced.
• To participate in the service of each client such that the client is secure in the knowledge that whenever there is a pressing need, a life change, or the occurrence of an unfortunate event, PROLINK will “have the client’s back,” serve them with appropriate speed and empathy, and help as needed.
• To help foster in your clients a sense of belonging to the PROLINK organization such that they view you as “their personal connection in the insurance business” who can help them, their families, and their networks.
• Provide ongoing support to the Vice President of the department.
• To cultivate relationships with our all our departments so as to develop trust, and give and receive referrals.
• To foster relationships with our insurers and key underwriters such that they become partners in serving you and your clients effectively.
• To demonstrate a sense of caring for our clients, prospects, industry colleagues and partners, by helping as needed, resolving conflicts, showing a willingness to put in the extra effort when a situation demands it, and helping to foster collaboration and accountability.

To be seriously considered for this role, you must meet the following requirements:

• Education: Must be LLQP licensed. Post Secondary/ University education preferred
• Experience: One to four years of experience in a Life Insurance Sales capacity. Experience in an insurance brokerage or insurance company is an asset
• Skills: A team player with a “client is king” mentality, ready to live up to exceptional customer service standards. A multi-tasker that possesses exceptional organizational, time-management and prioritization skills;
• Technical Skills
  • Must have Life License (LLQP)
  • Strongly preferred skills:
    • MS Outlook & Office
    • SIG by KEAL
    • Insurers’ quoting software – (Canada Life, iA, CPP, Equitable Life, Manulife, and Manulife, RBC, Desjardins Financial, etc. )
    • APEXA, industry wide contracting & broker compliance platform
    • Insurers’ extranet and FASAT web re contract and compensation.

• Attitude: A positive attitude with the flexibility to support the team with any ad-hoc needs.

Deliverables by first quarter:

• Full knowledge of PROLINK exclusive Association Benefits Plans.
• Able to quote with ease, process new business, and manoeuver portals.
• Takes initiative in identifying marketing areas that need adjustments.

• Book that massage, since your excellent medical and dental benefits will come in force on your first day as an employee.
• Pack your bags for three weeks’ vacation throughout your year.
• Experience the heart of Toronto’s financial district—PROLINK is steps away from Union Station and connected to the St. Andrew subway station.
• Work for a company that has the best of both worlds: the professionalism and success of a corporate environment, with the family-oriented and collaborative feel of a small business.
• Grow your career in an organization that loves to recognize and reward its top talent.
• Get to know your colleagues through one of our many social events.
• Have the opportunity to work from home until further advised by PROLINK.