Account Executive – Group Employee Benefits
Location: Edmonton, Alberta
Company: CPA Insurance Plans West
About the Opportunity:
With over 50 years of dedicated service to small to medium CPA firms, we are an established and growing organization with a strong foundation in group benefits, serving 170 firms and more than 2,000 members.
We have a clear and ambitious goal to double the firms and members we serve. To help you in achieving these goals, you will have the full support of existing talented team’s including Marketing, Service, Administration, and Accounting.
This is not a plug-and-play role. This is a ground-floor opportunity. You’ll have the autonomy to define strategy, refine our go-to-market approach, and grow a meaningful book of business.
What You’ll Do
- Drive new business growth by identifying, prospecting, and closing group benefits opportunities
- Develop and execute a sales strategy to support our goal of doubling our current book
- Build and manage your own portfolio of clients, from first conversation through renewal
- Collaborate with internal stakeholders to enhance proposals, pricing strategies, and client experience
- Act as a trusted advisor to clients, understanding their needs and delivering tailored benefits solutions
- Help define and refine the sales process, tools, and playbook for future team growth
- Stay informed on market trends, carrier offerings, and competitive positioning
- Attend relevant networking events and conferences
What Makes This Role Different
- First dedicated GEB sales hire — you’re not inheriting a system; you’re building one
- Established base to grow from — you will guide member firms with their evolving needs
- Ownership from day one — you build your book, your strategy, your impact
- High visibility and influence — your ideas will shape how this function evolves
What Success Looks Like
- Consistent growth in new group benefits clients
- Strong retention and expansion within your book
- Meaningful contribution toward doubling our current business
Why Join Us?
- Be part of an organization with momentum and a clear growth trajectory
- Shape a function from the ground up — not just execute within one
- Work with a team that values initiative, ownership, and results
- Competitive compensation package with strong upside tied to growth
Qualifications:
- 5+ years in business development or sales role in employee benefits.
- Strong sense of accountability and ability to complete tasks on time.
- Life/A&S License (HLLQP/LLQP).
- CEBS designation is an asset.
If you’re looking for a role where you can build something meaningful, not just manage it, we’d love to connect.
Apply today or reach out to learn more.
About CPA Insurance Plans West (CPAIPW)
At CPA Insurance Plans West (CPAIPW), we take care of the person behind the designation. We provide insurance solutions and group employee benefits designed to protect the health and wealth of CPAs. As a not-for-profit organization, we are committed to delivering exceptional service tailored to the unique needs of CPAs.
Now is an exciting time to join CPAIPW. We're expanding our team to support a future filled with new opportunities and new ways to serve our clients. For those who thrive in an energetic, supportive environment and want to be part of something meaningful, CPAIPW offers a chance to grow and make a difference.
Core Values:
- Let’s Go - We are motivated to take action today.
- Raise the Bar – We take the initiative to improve everything we do.
- Anything is Possible - We approach obstacles with an open mind.
- We are Good People - We make a positive impact every day.
Benefits:
- Dental care
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
Work Location: In person
