VP, Group Benefits Advisor Success

Beneplan; Toronto; Hybrid; CAD 150,000 - 175,000; Full time

Job summary

Beneplan is seeking a Vice President of Advisor Success to drive revenue growth through the broker channel. This role requires strong leadership skills, a proven track record in B2B sales, and the ability to develop relationships with stakeholders. The ideal candidate will have a Bachelor's degree and at least 5 years of relevant experience, along with excellent communication and analytical skills. This is a full-time hybrid position offering competitive compensation and benefits.

Benefits

Flexibility at work

Health & dental benefits

Life & disability benefits

Mobile phone & laptop

Free parking

Coverage of business travel expenses

Qualifications

• At least 5 years of experience with an LLQP license.
• Minimum of 5 years managing relationships and leading teams.
• Strong work ethic and polished relationship skills.

Responsibilities

• Increase revenue from the broker channel through business development.
• Lead and manage a broker channel revenue team.
• Analyze business metrics and develop strategic initiatives.

Skills

Communication

Leadership

Relationship Management

Analytical Skills

Adaptability

Education

Bachelor’s Degree in a relevant discipline

Job description

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Direct message the job poster from Beneplan

You MUST have a proven track record with B2B Group Benefits sales leadership & business development, to be considered for this role.

The Vice President of Advisor Success primary responsibility will be to increase revenue from broker channel - business development and account management of group benefits insurance business from brokers and other partners who introduce new member clients to Beneplan. S / he is responsible for developing and maintaining relationships with internal and external stakeholders across the company. S / he also leads the broker sales initiative / team as the business grows and is expected to offer hands-on coaching and training on a daily basis, as applicable. Key deliverable in role is to increase revenue from broker channel.

This is an opportunity to join a fast-growing organization and be an integral part of the company's business evolution. The role will also involve assessing the competitive landscape, identifying risks, and ensuring the company is well positioned to address these risks.

Key Responsibilities :

• Design and execute a national B2B advisor channel distribution strategy via new and existing relationships aimed at expanding annual revenue objectives. Leverage existing broker relationships to achieve the same.
• Demonstrated ability to build, lead, and manage a broker channel revenue team, ensuring collaboration with other internal teams to meet company EBITDA and revenue targets.
• Provide direction and mentorship to the broker channel revenue team, ensuring alignment with the company’s vision, mission, and culture. Facilitate team & advisors’ growth and evolving needs with a unique product and service model.
• Analyze business metrics to define, forecast, and develop strategic initiatives, applying actuarial market analysis to guarantee competitive value across product lines.
• Conduct face-to-face meetings, including presentations, broker engagements, and events to promote Beneplan’s offerings.
• Ensure all potential leads are followed up on by the appropriate Beneplan team member.
• Own broker-led deals through the sales cycle from introduction to membership agreement execution.
• Manage benchmarking processes, create client and prospect reports to show results.
• Support broker-related PR, marketing, and design initiatives as needed. Network with industry contacts to expand the contact base.
• Stay current on broker business KPIs (monthly and quarterly revenue, new groups, terminations, growth initiatives) and report on performance and progress to senior leaders or shareholders as needed.
• Be prepared to analyze and comment on business highs & lows, learnings, and strategies, providing data for internal guidance and stakeholder information.
• Manage relationships with insurance companies and online quotation requests, balancing leverage and positive relations.

Minimum Skills and Requirements :

• Bachelor’s Degree in a relevant discipline, with at least 5 years of experience operating with an LLQP license.
• Minimum of 5 years managing relationships with people and internal / external stakeholders, and leading teams.
• Outstanding verbal and written communication skills, ability to work under pressure, and work well with all personalities. Extremely positive outlook and pleasant demeanor.
• High moral standards, integrity, professionalism, strong work ethic, and polished relationship skills.
• Proven ability to lead, motivate, and engage staff in a collaborative manner, preferably in small business or entrepreneurial environments.
• Excellent interpersonal skills, leadership, political acuity, sound judgment, tact, and discretion.
• A desire for continuous learning, technical and social media savvy, and adaptability to new technologies.
• G Driver’s license and excellent driving record.

Business Travel Requirements :

• Some Canadian travel may be required based on business needs and seasonal factors.
• Regular travel within the GTA and Ontario, approximately monthly within Ontario and quarterly outside the province.

Perks : Flexibility at work, health & dental benefits, life & disability benefits, mobile phone & laptop, free parking, and coverage of business travel expenses.

Job Type : Full-time, Hybrid, approximately 40 hours / week.

Base Compensation : Approx. $150-$175,000 CAD annually + bonus, based on experience.