Account Manager - Protection

Job Summary

• To develop sustainable and profitable business relationships with a panel of nominated advisors, positioning Canada Life as the preferred supplier of the full range of protection products, including Life, Income Protection and Critical Illness, by demonstrating exemplary sales behaviours.
• The role will be allocated new business premium, case count and retention targets and attainment of these targets will be incorporated into a discretionary quarterly sales incentive plan.
• Within the team you will be allocated a panel of advisers, including an Employee Benefit Consultancy SME arrangement of strategic importance (typically up to 100 lives) and/or an account management panel.
• Key drivers are to strengthen the relationship between Canada Life and its partners, and to ensure appropriate levels of business are written and retained.
• The role involves identifying potential new arrangements to Canada Life and managing existing arrangements.
• The panel will include advisers with varying experience; the role holder must build relationships with external advisers and demonstrate solid understanding of the products, terms, conditions and market.

• Provide face to face, virtual and phone based support to a defined panel of distributors; negotiate, attract and retain business in line with Canada Life’s profit margin expectations.
• Work with the panel ensuring exemplary service and meet their needs appropriately.
• Manage panel development, including regular key account meetings, understanding adviser strategies, articulating Canada Life’s strategy, driving alignment, and recording competitor behaviour.
• Ensure advisors stay updated on all Canada Life materials and propositions as they are launched, amended, or released.
• Undertake tender and external/internal presentation work when required.
• Seek and manage specific business partnership opportunities such as small employer arrangements and new distributor agreements.
• Provide training and support so that the technology provided by the protection business is utilized by the distributor and customer.
• Take personal responsibility to develop knowledge of all protection products and the markets, proactively develop internal and external relationships.
• Utilise strategic level relationships with Canada Life management team members for support.

• Experience in the Protection market, ideally with sales background.
• Engaging individual that can build strong relationships, with selling, negotiating and persuasion skills.
• Strong protection technical knowledge.
• Proactive individual that takes ownership and personal responsibility for all aspects of the role.
• Clear understanding of the overriding business objectives of the protection business.
• Internal relationship building skills and ability to work effectively with key business functions such as proposition, marketing and PR.
• Excellent communication skills, including professional presentation skills across all mediums.
• Ability to maintain up to date knowledge of Canada Life’s proposition, products and technology alongside competitors and relevant markets.

Attained GR1 or working towards it with a clear bias towards technical and legislative excellence

We believe in recognising and rewarding our people, so we offer a competitive salary and a comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. Other benefits and support services, and regular personal and professional development are also available.