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Added 13 mins ago
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Part-Time Sales Lead
Pandora
North Bay, ON
- Part-time
Role Description The Part-Time Sales Lead at Pandora in North Bay, ON is an on-site role responsible for supporting daily store operations and delivering an engaging customer experience.…
Added 13 mins ago
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Sales Development Representative
enurgen
Ottawa, ON
- Full-time
We’re looking for a technically curious, commercially minded Sales Development Representative (SDR) to qualify opportunities and lead compelling early-stage conversations with renewable…
Added 13 mins ago
AW
Inside Sales - Hybrid
All Weather at Home
Calgary, AB
- Full-time
Experience with sales processes, including lead qualification, pre-call planning, call management, account development, and time management.
Added 14 mins ago
SF
Demand Planner & Sales Analyst
Summer Fresh Salads Inc.
Woodbridge, ON
- Full-time
We are looking for a Demand Planner & Sales Analyst to join our team. This position will work with Sales, Procurement, Supply Chain, Marketing and Finance to develop forecasts for new and…
Added 14 mins ago
AI
President ALEBEX AI and Alexander Innovation Centre
Alexander Innovation Centre
Vancouver, BC
- Full-time
· Lead go-to-market strategy, business development, sales, marketing and customer success. Win key strategic customers and partnerships, convert suitable pilots into paid deployments, and…
Added 43 mins ago
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Renewals Representative
Fortinet
Ottawa, ON
- Full-time
Assist Customers, Sales, Partners & Distributors directly by phone & email with Security & Support (FortiGuard & FortiCare) license Renewals for both current and expired contracts
Added 43 mins ago
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General Manager
Chipotle
Edmonton, AB
- Full-time
A creative approach to marketing and driving sales (fundraisers, community engagement, etc.)
Added 43 mins ago
Agronomist Spiritwood, SK
Simplot
Spiritwood, SK
Work closely with Agronomy Lead in the development of Area field research program to learn protocols and ensure requirements are followed.
Added 43 mins ago
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Brand Manager
BarBurrito Restaurants Inc.
Toronto, ON · North York, ON
- Full-time
Reporting directly to the VP of Marketing, the Brand Manager will help lead the brand and translate strategy into programs that drive brand relevance, traffic, transactions and profitable…
Added 58 mins ago
Optician / Retail Partner Ownership - Regina South, SK
Specsavers
Regina, SK
Continue to develop your career as a business owner - Lead your own store and get access to our Partner Growth Program to hone your business acumen and uncover new skills while building a…
Added 58 mins ago
PC
Lead Sales Associate - Full-Time
PVH Corp.
Niagara-on-the-Lake, ON
- Full-time
TOMMY HILFIGER is one of the world’s most recognized global lifestyle brands, confidently welcoming and inspiring consumers since 1985. Originally established in New York City and infused…
Added 59 mins ago
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Coordonateur·trice au succès client / Customer Success Coordinator
Fundica
Montreal, QC
- Full-time
Work with sales, marketing, and product to improve retention across the customer journey
Added 59 mins ago
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Senior Sales Manager
RocketRez
Canada
- Full-time
Work closely with Marketing to execute go-to-market campaigns, improve lead quality, and coordinate sales participation in trade shows and industry events to drive new business…
Added 59 mins ago
CI
Director of Marketing, Defence
Calian in Space & Technology
Ottawa, ON
- Full-time
We are looking for a Director, Defence Marketing to help lead the marketing and communications strategy for Calian’s Defence business across Canada, NATO and allied markets.
Added 59 mins ago
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Business Development Manager
CI Financial
Calgary, AB
- Full-time
We are currently seeking a Business Development Manager (BDM) who will be responsible for sales and asset retention and brand promotion of all CI Global Asset Management investment…
Added 59 mins ago
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Business Intelligence Lead
Pursuit
Montreal, QC
- Full-time
Our client, a leading organization in the healthcare and pharmaceutical space! They are seeking a Business Intelligence Lead to play a pivotal role in shaping the organization’s commercial…
Added 59 mins ago
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Manager, Enterprise
BrainStation
Toronto, ON
- Full-time
As a Manager, Enterprise, you will lead engagements with global organizations as they transform for the AI era. Our clients are leaders in their industries, operating across markets…
Added 59 mins ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…to retain our high-value client base to increase consignment and sales volume and (2) drive revenue expansion through service penetration. This will be achieved by demonstrating to the…
Added 1 hour ago
Inside Sales Representative - Power
Vertiv
Mississauga, ON
The Inside Sales Representative will play a key role in structuring the sales process. This function includes pricing opportunities through the Vertiv solutions lines, organizing sales and…
Added 1 hour ago
P
Business Development Specialist (BDR)
Pakfactory
ON · Markham, Ontario
- Full-time
…researching target brands, reaching out to decision-makers, and re-engaging dormant accounts and lapsed prospects. This role is primarily outbound. You will build and work your own call…
Added 1 hour ago
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Sales Specialist
Pakfactory
ON · Markham, Ontario
- Full-time
You will help drive new customer acquisition at PakFactory by managing sales opportunities from initial contact through sample, quote and first order. You’ll work with both inbound leads…
Added 1 hour ago
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Growth Marketing Specialist
Apertera
Toronto, ON
- Full-time
You won’t be doing it alone. You’ll work closely with Marketing, Sales, Content, Design, and Web/MarTech, with plenty of opportunity to bring ideas forward and see their impact.
Added 1 hour ago
HP
Economic Development Analyst
Halifax Partnership
Halifax, NS
- Contract
Primary tasks include developing materials for internal colleagues to help them identify and prioritize investment attraction targets, creating materials for external use to make the case…
Added 1 hour ago
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Account Executive, Enterprise
BrainStation
Toronto, ON
- Full-time
Build and grow relationships with C-suite executives, business leaders, and the leaders of AI, Product, Marketing, Design, and Data teams, and lead strategic conversations about how their…
Added 1 hour ago
II
Business Development Manager
i3 International
Richmond Hill, ON
- Full-time
…Richmond Hill, ON. This role is responsible for identifying and pursuing new business opportunities, building and maintaining relationships with partners, dealers, and end clients, and…

Waypoint

Account Executive, Private Client Solutions

Kelowna, BC, Canada

$70,000 to $80,000 CAD / year · Full-time

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Job details

Pay: $70,000 to $80,000 CAD / year
Job type: Full-time
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

POSITION OVERVIEW

The Private Client Solutions Account Executive will leverage in-depth knowledge of insurance sales, services, and diverse product lines to deliver exceptional client experiences. With a natural curiosity, problem-solving skills, and a passion for client satisfaction, the Account Executive will excel in building and maintaining relationships, thriving both independently and as part of a team, utilizing outstanding communication skills to effectively connect with clients and colleagues.

This is a hybrid role with the flexibility to work out of our Acera Kelowna-Hardy location based on the needs of the role and/or as required be management.

RESPONSIBILITIES:

Sales Execution

Collaborate with your team and commercial account executives to implement Navacord's service and sales strategies.
Take ownership of meeting targets for new business, client retention, execution, and profitability.
Coordinate sales efforts within your team to enhance client outcomes and optimize performance.

Account Management & Reporting

Manage a portfolio of existing house accounts, ensuring high levels of service and client satisfaction.
Enter opportunities into EPIC and provide weekly reports on sales efforts and progress.
Build and maintain a strong pipeline by qualifying leads and following up to expand your business portfolio.
Develop and execute an annual Sales Strategy Plan to guide your activities and achieve objectives.

Relationship Building & Networking

Stay updated with industry trends and peripheral business developments to maintain professional and technical knowledge.
Foster and maintain strong relationships with high-value insurance underwriters through effective correspondence.
Attend industry and broker functions as needed to enhance networking and industry awareness.

Marketing & Client Engagement

Manage accounts receivable, activities, and client responses in accordance with Navacord's policies and guidelines.
Provide market support to contribute to the overall success of the team.
Contribute to the preparation of client proposals and other documentation as required.
Demonstrate computer proficiency and adaptability to a paperless work environment.
Embrace flexibility and willingness to handle various duties as needed.

Administration & Technical Support

Provide technical assistance and support to colleagues with necessary information and resources.
Assist in formatting and preparing client documents, including letters, proposals, and emails.
Organize and store all correspondence and documents in EPIC to ensure accuracy and accessibility.
Prioritize tasks and manage multiple files simultaneously while meeting deadlines consistently.

Additional duties and responsibilities may be added during the course of employment.

Requirements:

Level 2 BC Insurance license is preferred.
Proven ability to build and maintain relationships effectively.
Strong curiosity and understanding of clients' insurance needs.
Ability to work collaboratively within a team as well as independently with self-motivation.
Excellent verbal and written communication skills.
Demonstrated organizational skills with the ability to manage multiple tasks and meet deadlines.

Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We honour and respect the unique backgrounds, experiences, and perspectives of all individuals. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.

If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.

The salary range for this role is $70,000 to $80,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.

Qualified candidates are invited to email their resume and cover letter to: bc.careers@navacord.com

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More about this job

Responsibilities

Manage existing client accounts, develop new business, and meet sales, retention, execution, and profitability targets. Build client and underwriter relationships, maintain sales records and reports in EPIC, and support proposals, documentation, and team operations.

Requirements

A Level 2 British Columbia insurance license is preferred, along with the ability to build and maintain relationships and understand clients’ insurance needs. Candidates should have strong communication and organizational skills, be able to manage multiple deadlines, and work effectively both independently and as part of a team.

Skills

Insurance Sales
Account Management
Client Relationship Building
Client Retention
Sales Strategy
Lead Qualification
Pipeline Management
Insurance Product Knowledge
Written Communication
Verbal Communication
Teamwork
Independent Work
Organization
Time Management
Microsoft and Computer Proficiency
Document Management

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Private Client Solutions
Insurance Sales
Account Executive
Account Management
Client Retention
New Business
Sales Strategy Plan
Sales Pipeline
Lead Qualification
Insurance Underwriters
Level 2 BC Insurance License
EPIC
Accounts Receivable
Client Proposals
Market Support
Client Service
Relationship Building
Industry Networking
Paperless Work Environment

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