Job description:

This is a full-time role based in Port Dover, Ontario, with flexibility for hybrid or remote work based on experience and demonstrated performance.

Do you enjoy building relationships and creating new business opportunities? Are you confident starting conversations with business owners and decision-makers? Do you combine strong sales skills with exceptional customer service and follow-through? Are you looking to join a small, supportive team where you can contribute directly to business growth?

If this sounds like you, our Group Benefits Business Development & Account Manager position might be right for you.

About us

Brewitt Financial is dedicated to the needs of our clients. We believe thoughtful, detailed planning can help our clients create a life they enjoy, and we work closely with them to improve their financial wellness. Our approach is grounded in knowledge, support, integrity and respect for every person. We are committed to providing a high level of service that gives our clients and their families confidence and peace of mind.

As we grow our group benefits business, we are looking for someone who shares our commitment to building trusted relationships and delivering responsive, reliable service.

What we are looking for

We are looking for a Group Benefits Business Development & Account Manager to help grow and support our group benefits business. Reporting to the Owner / Lead Advisor, this role combines business development with client relationship management.

Initially, your primary focus will be identifying prospective clients, initiating contact through outbound calls and other outreach, qualifying opportunities, and arranging meetings for the Lead Advisor. Our primary market is Ontario, with an emphasis on Southern Ontario businesses with approximately 5 to 70 employees.

As you develop your knowledge of our clients, systems and processes, you will take on increasing responsibility for supporting existing group benefits clients, coordinating service requests and helping manage ongoing relationships.

To be successful, you will need sales or business development experience, knowledge of group benefits, and the confidence to connect with business owners, HR professionals and other decision-makers.



You will also need strong organizational skills, a proactive approach and a commitment to following through on both sales opportunities and client requests.

Job Responsibilities (this is not an exhaustive list):

- Identify and research businesses that may benefit from establishing or reviewing their employee group benefits program.
- Generate new opportunities through outbound telephone calls, email, LinkedIn, networking, referrals and other prospecting activities.
- Build relationships with business owners, HR professionals, finance leaders and other decision-makers.
- Qualify prospective clients, identify their needs and arrange introductory meetings with the Lead Advisor.
- Maintain an active sales pipeline, follow up consistently and keep accurate records of activity and opportunities in our CRM.
- Contribute ideas to strengthen our group benefits marketing and business development efforts.
- Gradually become a primary contact for existing group benefits clients, responding to questions and coordinating service requests.
- Assist with onboarding new clients and coordinating employee enrolments, changes, terminations and other benefits administration requirements.
- Work with clients, insurance carriers and the Lead Advisor to resolve service and administrative issues.
- Support renewals, client reviews and ongoing communication, bringing additional needs or opportunities to the Lead Advisor’s attention.
- Maintain accurate client records and protect the confidentiality of all client, employee and business information.
- Deliver a consistent, responsive client experience and ensure outstanding requests are followed through to completion.

Skills/Experience:

- Demonstrated sales or business development experience, including prospecting and generating new opportunities.
- Previous experience in group benefits or insurance,



with sufficient group perks knowledge to communicate confidently with prospective clients.
- Confidence initiating conversations with business owners and senior decision-makers.
- Strong customer service and relationship building skills.
- Excellent verbal and written communication skills.
- Strong organizational, time management and follow-up skills.
- Ability to manage competing priorities while maintaining accuracy and attention to detail.
- A high degree of initiative, accountability and the ability to work independently within a small team.
- Experience using CRM systems and Microsoft Outlook, Excel and Word, with the ability to learn new systems.
- Ability to maintain the highest level of confidentiality.
- Existing relationships within the business or group benefits community would be considered an asset.

What you can expect from us:

- Base salary starting at $60,000 annually, with flexibility based on experience and qualifications.
- An employee benefits package.
- Uncapped performance incentives tied to qualifying new group benefits business.
- A small, supportive team and the opportunity to work directly with the Owner / Lead Advisor.
- Flexibility for hybrid or remote work based on experience and demonstrated performance.
- The opportunity to help shape a growing area of the business and increase your earnings through measurable results.

This position will be subject to background checks, which may include a criminal record check, credit check and employment verification, completed with the candidate’s consent.

We thank all applicants for taking the time to apply. While we appreciate all interest in the role, only shortlisted candidates will be contacted.

We are committed to an inclusive, accessible work environment where all employees feel valued, respected and supported. Accommodations are available on request throughout the selection process. If you are contacted for an interview, please let us know if you require accommodation.

Pay: From $60,000.00 per year

Benefits:

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Ability to commute/relocate:

- Port Dover, ON: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Port Dover, ON

📌 Business Development & Account Manager (Group Benefits) (Port Dover)
🏢 Brewitt Financial
📍 Port Dover