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 Perks practice.
In this position, you'll take ownership of your pipeline and work closely with decision-makers to drive new 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.