Employee Benefits Advisor (New Business Acquisition)

Summit Commercial Solutions, Inc.

$100K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of employee benefits or group insurance experience
  • Life & A&S license in home province (with support for additional licensing)
  • CEBS or GBA designation preferred
  • Ability to handle rejection and persist
  • Comfortable with autonomy and accountability for results
  • Strong communication skills to simplify complex discussions
  • Organized, driven, and competitively minded

Responsibilities

  • Prospect and engage with business owners and HR leaders
  • Convert conversations into client opportunities
  • Design and present group benefits solutions
  • Manage relationships from initial meeting through onboarding
  • Collaborate with carriers and internal teams to finalize deals
  • Build and expand a personal book of business

Benefits

  • Opportunity for growth in an innovative brokerage
  • Modern workspace with flexible hybrid model
  • Access to cutting-edge technology and tools
  • Comprehensive and flexible health and dental benefits
  • Supportive culture with daily team collaboration events
Full Job Description
About the role

This is not a "wait for renewals" role. As an Employee Benefits Advisor, you'll own your pipeline, drive new opportunities, and work directly with decision-makers. You'll have the support, tools, and flexibility to go out and win business - and you'll be rewarded for it.

If you've got experience but feel stuck at a large firm, or you've been on the insurer side and want to move into a revenue-driving advisor role, this is your chance.

What You'll Be Doing

  • Prospecting and opening doors with business owners and HR leaders
  • Turning conversations into opportunities - and opportunities into clients
  • Designing and presenting group benefits solutions (health, dental, life, A&S, wellness)
  • Managing relationships from first meeting through onboarding and renewals
  • Working closely with carriers and internal teammates to get deals across the line
  • Building a book of business you're proud of - and growing it

Skills & Qualifications

  • 3+ years of employee benefits or group insurance experience
  • Life & A&S license in your home province (we'll license you elsewhere ASAP)
  • CEBS or GBA designation is an asset
  • You're comfortable hearing "no" and pushing forward anyway
  • You like autonomy and being accountable for your results
  • You might be:
    • Coming from the insurer/carrier side and ready to sell and advise
    • At a large brokerage or firm where growth feels capped or slow
  • You communicate confidently and can simplify complex benefits discussions
  • You're organized, driven, and competitive - in a healthy way

What It's Like Here

We move fast, expect effort, and support people who take ownership. If you want to build something meaningful and be rewarded for it, you'll feel right at home.

Perks We Offer at Summit

  • Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team.
  • Modern Workspace: Work from our brand-new, state-of-the-art offices in downtown Kelowna and Winnipeg. Enjoy a flexible hybrid model designed to support collaboration, focus, and balance.
  • Technology-Driven Culture: Work with cutting-edge tools and custom built technology to get time back in your day. Laptops & equipment provided to all staff.
  • Comprehensive Benefits: Access to flexible health, mental health, dental plans tailored to your lifestyle, and competitive vacation and personal day allotments.
  • Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture.

OTE: $100,000-$125,000+

Join us in building the commercial brokerage of the future!

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