Group Benefits Advisor (New Business)

McNeill Nakamoto View all jobs

  • Vancouver, BC
  • Permanent
  • Full-time
  • 8 days ago
Group Benefits Advisor (New Business and Account Management)Our client is a reputable, boutique financial services firm, currently looking to add a relationship-focused, results-driven Group Benefits Advisor to their team. The Advisor will play a key role in developing new business through professional networks, referrals, and marketing activities, and maintaining working relationships with clients and supplier partners.The role is primarily focused on acquiring new business. Following acquisition, the Advisor continues to manage the client relationship, acting as the lead contact through renewal cycles and longer-term program updates, in coordination with service and account management teams.Location: Vancouver, BC
Work Arrangement: Hybrid
Expected Salary: ~$50,000 in base salary + CommissionResponsibilities:New Business Development and Account Management
  • Identify and pursue new group benefits opportunities.
  • Generate leads through referrals, professional contacts, and marketing initiatives.
  • Execute sales plans aligned with defined acquisition objectives.
  • Act as the primary advisor for assigned clients after onboarding.
  • Lead renewal discussions in partnership with internal service teams.
  • Present renewal analysis and recommendations.
  • Maintain working relationships with client stakeholders.
  • Identify changes in client requirements and recommend adjustments as appropriate.
  • Meet new business targets.
  • Support retention and growth of existing accounts.
  • Contribute to revenue growth through additional services where appropriate.
Advisory and Proposal Development
  • Review plan structures, including coverage design, pricing approach, and financial components.
  • Assess plan suitability using benchmarking and industry information.
  • Review benefit spend and identify opportunities for cost management.
  • Develop solutions aligned with client needs and organizational objectives.
  • Prepare and present clear, professional proposals.
Internal and External Coordination
  • Work with internal teams to support onboarding, implementation, and ongoing service.
  • Contribute to retention and account growth initiatives.
  • Maintain awareness of market developments, insurer offerings, and underwriting practices.
Experience and Qualifications:
  • Minimum five years' experience in the group benefits field.
  • Post-secondary education, commerce/sales & marketing a plus
  • Experience in lead generation, stages of sales, closing and procuring new business in B2B settings
  • Knowledge of benefit products, pricing, and underwriting.
  • Active LLQP license in British Columbia.
  • Completed university degree.
  • GBA and/or CEBS designation, or willingness to pursue is an asset.
  • Exceptional communication skills.
  • Self-directed and results-focused.
  • Clear written and verbal communication skills.
  • Analytical and methodical problem-solving approach.
  • Professional, reliable, and discreet.
Individuals meeting the criteria above are encouraged to submit their resume by clicking on the "APPLY" button. McNeill Nakamoto is committed to recruiting with a focus on equal opportunity, diversity and inclusion; therefore, we strongly encourage applications from underrepresented groups. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.WOW. FUN. PEOPLE.
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McNeill Nakamoto