Employee Benefits Advisor At Summit Kelowna

Employee Benefits Advisor At Summit Kelowna

20 Oct
|
SUMMIT
|
Kelowna

20 Oct

SUMMIT

Kelowna

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 current 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 perks 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
Robust 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.

📌 Employee Benefits Advisor At Summit Kelowna
🏢 SUMMIT
📍 Kelowna

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