Director of Key Accounts

Position Title: Director of Key Accounts
Reports To: National Distributor & Industry Engagement, Vice President
Department: Individual
Term: Permanent Full Time

Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON, on an as needed basis. Sales related roles may be required to travel based on the assignment.


The Opportunity: Equitable is growing! The Director of Key Accounts is a highly influential distribution individual with exceptional relationships internally and most importantly, externally. The incumbent will be accountable for key strategic relationship for select distributors and advisors who have aligned a significant portion of their business model with Equitable. Reporting to the National VP Distributor & Advisor Engagement, this role will build and maintain key relationships with select distributors and advisors to achieve growth targets and Divisional insurance sales targets. Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024!


What you will be doing:

• Design and implement strategies to ensure retention and growth initiatives with key accounts. 
• Key relationship management for select distributors and/or advisors to ensure retention and growth.
• Ensure excellence in communication between assigned firms and advisors with Equitable head office partners.   Working with operations and underwriting to develop and support any unique service model requirements for Specialty Partnerships.
• Build, understand, and enhance our MGA advisor loyalty through research and collaboration.
• Partner with National VP Wholesaler Development and Advisor Engagement to ensure excellence in wholesaling value.
• Regular business reviews and select distribution partners.
• Working with sales, marketing, product, operations and underwriting to ensure field readiness for all changes and new initiatives to specialty partnerships.
• Develop & coordinate effective communication strategies.
• Distributor reporting needs and information packages.
• Manage MGA Marketing Allowance programs where applicable.
• Manage sponsorship and financial support requirements where applicable..
• Represent Equitable at various industry conferences and events including but not limited to small group discussions, large scale podium presentations, social media and various industry platforms.
• Collaborate and leverage across Individual insurance including Product, Underwriting, Pricing, Operations, Finance, Technology, Marketing & Compliance.
• Partner with S&R and Group Insurance as required.

What you will bring:

• 8-10 years of proven field experience in sales, ideally within the MGA or insurance distribution space
• A desire for new challenges and career growth
• A proactive mindset, ready to embrace expanded responsibilities
• A strategic understanding of the market landscape and client needs
• Ideally situated in Southern Ontario

What’s in it for you:

• A high-performance and rewarding culture and experience 
• Includes variable pay opportunities 
• Annual vacation allowance, and company-paid benefits program 
• Car allowance and work travel expense program 
• Immediate enrollment into the company’s pension program with employer matching 
• Discounts on company products and service and access to exclusive employee perks 
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)