Transform your career at Summit as a Benefits Solutions Advisor, based in Kelowna. Drive client engagement and business growth in a tech-savvy environment focused on transparency and impact.
Summit is seeking a proactive Benefits Advisor to spearhead our Employee Benefits practice. You will actively pursue opportunities, manage client relations, and have the autonomy to design innovative solutions. This role is perfect for those who are ready to shift from traditional firms and desire a more dynamic and rewarding environment.
Key Responsibilities:
• Identify and build relationships with business leaders
• Convert initial conversations into actionable business
• Craft and present group benefits plans tailored to client needs
• Manage ongoing client relationships throughout the process
• Collaborate with internal teams to close deals effectively
Requirements:
• At least 3 years of relevant experience in benefits
• Must possess a Life & A&S license
• CEBS ...