Found Description
Advance your career as an Employee Benefits Advisor with Summit in Kelowna. Engage business owners and HR leaders while designing impactful group benefits solutions.
Summit seeks an experienced Employee Benefits Advisor to enhance its practice in Kelowna. This role involves proactively prospecting and building relationships with clients. You will take ownership of the customer onboarding process and renewal management while collaborating with both internal teams and insurance carriers.
Key Responsibilities:
• Prospect and engage business owners and HR leaders
• Convert interactions into valuable client opportunities
• Design and present comprehensive group benefits solutions
• Manage client onboarding and renewal processes
• Collaborate with carriers and teams for deal closures
Requirements:
• 3+ years of experience in employee benefits or group insurance
• Valid Life & Accident & Sickness license in your province
• CEBS or GBA designation preferred
...
Summit seeks an experienced Employee Benefits Advisor to enhance its practice in Kelowna. This role involves proactively prospecting and building relationships with clients. You will take ownership of the customer onboarding process and renewal management while collaborating with both internal teams and insurance carriers.
Key Responsibilities:
• Prospect and engage business owners and HR leaders
• Convert interactions into valuable client opportunities
• Design and present comprehensive group benefits solutions
• Manage client onboarding and renewal processes
• Collaborate with carriers and teams for deal closures
Requirements:
• 3+ years of experience in employee benefits or group insurance
• Valid Life & Accident & Sickness license in your province
• CEBS or GBA designation preferred
...