Job Description
Become an integral part of Summit's team as a Commercial Insurance Benefits Advisor in Kelowna, Canada. This role offers autonomy and the opportunity to foster new client relationships in a flexible work environment.
Your responsibility will be to proactively drive new business while handling your client pipeline. Focus on designing innovative employee benefits solutions and managing these relationships comprehensively. This position is ideal for candidates with an insurance background eager to move into a lucrative advisor role.
Key Responsibilities:
• Prospect and network with HR leaders and business owners
• Convert conversations into valuable clients
• Design and showcase group benefits packages
• Oversee client onboarding and annual renewals
• Collaborate with carriers and teammates to finalize agreements
Requirements:
• 3+ years of group insurance or employee benefits experience
• Life & A&S license ...
Your responsibility will be to proactively drive new business while handling your client pipeline. Focus on designing innovative employee benefits solutions and managing these relationships comprehensively. This position is ideal for candidates with an insurance background eager to move into a lucrative advisor role.
Key Responsibilities:
• Prospect and network with HR leaders and business owners
• Convert conversations into valuable clients
• Design and showcase group benefits packages
• Oversee client onboarding and annual renewals
• Collaborate with carriers and teammates to finalize agreements
Requirements:
• 3+ years of group insurance or employee benefits experience
• Life & A&S license ...
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