Shape the future of insurance with Summit as an Employee Benefits Advisor. This role focuses on prospecting and transforming opportunities into successful client partnerships in a dynamic environment.
Summit, a tech-enabled commercial insurance firm based in Kelowna, is expanding its Employee Benefits practice. In this position, you'll take ownership of your pipeline and work closely with decision-makers to drive recent business. It’s an ideal opportunity for those seeking autonomy and ready to make a meaningful impact.
Key Responsibilities:
• Prospect and connect with business owners and HR leaders
• Convert conversations into engaged clients
• Create and present tailored group benefits solutions
• Manage client relationships from inception to renewal
• Collaborate with carriers and team members to finalize deals
Requirements:
• 3+ years in employee benefits or group insurance
• Life & A&S; license in your home province
• CEBS or GBA designation preferred
• Strong communication skills for complex discussions
• Organized, driven, and competitive mindset
Bring your expertise and entrepreneurial spirit to help establish Summit as a leader in Canadian commercial insurance.
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