Full-Time, Permanent

Are you passionate about helping businesses build competitive employee benefits programs? Our client, a fast-growing and creative financial advisory firm, is looking for aGroup Benefits Consultantto play a pivotal role in expanding their Group Benefits practice. This is an exciting opportunity for someone who enjoys balancing business development, client advisory, and operational excellence while building a long-term career with a firm that values initiative, collaboration, and growth.

Drive the continued growth of the Group Benefits portfolio by identifying and executing new business opportunities through referrals, networking, existing client relationships, and marketing initiatives.

Build and maintain strong relationships with business owners, HR leaders, executive stakeholders, insurance carriers, and strategic partners.

Lead annual renewal processes, including market reviews, pricing negotiations, client presentations, and implementation.

Collaborate with senior leadership on business growth initiatives, strategic partnerships, operational improvements, administrative hiring, and future expansion opportunities.

Maintain a high level of client satisfaction by delivering exceptional service and achieving client retention goals.

Ensure all client records,



documentation, and communications are accurate, compliant, and maintained within Zoho CRM (AdvisorIQ).

Continuously improve workflows, service standards, and operational efficiencies to enhance the client experience.

Monitor key performance metrics, including revenue growth, profitability, retention, and client outcomes, and participate in monthly sales and performance review meetings using KPI dashboards.

Support day-to-day servicing activities as needed while maintaining a proactive and client-focused approach.

Active Life & Accident/Sickness Insurance License(required).

Minimum 3 years of progressive Group Benefits experience within a brokerage, insurance carrier, consulting, or advisory environment.

Strong technical knowledge of Group benefits, Plan Design, Renewals and Negotiations.

Experience managing client portfolios and executive-level relationships.

Proficiency using CRM systems such as Zoho CRM, AdvisorIQ, Salesforce, or similar platforms.

Strong communication, presentation, negotiation, and relationship-building skills.

Highly organized with excellent attention to detail and the ability to manage multiple priorities. #

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