Employee Benefits Advisor (New Business Acquisition)

Summit; Calgary; Hybrid; CAD 100,000 - 125,000; Full time

Benefits offered by this job

Growth opportunities

Modern offices in Kelowna & Winnipeg

Tech-driven culture

Comprehensive benefits

Supportive team

Job summary

Summit is seeking an Employee Benefits Advisor to own the pipeline, drive new opportunities, and engage directly with decision-makers. You’ll be supported by a tech-enabled, fast-paced team in a hybrid office setting across Canada.

With 3+ years in employee benefits, you’ll design group solutions and manage client onboarding through renewals, partnering with carriers to close deals and grow your book of business.

Qualifications

• 3+ years of employee benefits or group insurance experience.
• Life & A&S license in home province (we'll license you elsewhere ASAP).
• CEBS or GBA designation is an asset.

Responsibilities

• 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

Autonomy

Confidence in communication

Organized

Goal-driven

Education

Life & A&S license

CEBS or GBA designation

Job description

About Summit

Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values-Sustainability, Ownership, Transparency, and Impact- we move fast, support one another, and raise the bar for industry standards.

About Summit

Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values-Sustainability, Ownership, Transparency, and Impact- we move fast, support one another, and raise the bar for industry standards.

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.

Our Values

At Summit, Our Values Guide Everything We Do

• Transparency: We build trust through open and honest communication.
• Sustainability: We create lasting solutions for our team, partnerships, and communities.
• Ownership: We take accountability for our actions, celebrate victories, and learn from mistakes.
• Impact: We think big and aim to make a difference in everything we do, both in business and for social good.

If you're ready to take the next step in your career and help build a new-age commercial insurance brokerage, we want to hear from you.

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

Summit is an inclusive employer that celebrates diversity. We encourage applications from all qualified candidates and are committed to providing accommodations during the hiring process. While we thank all applicants for their interest, only those selected for an interview will be contacted.

Join us in building the commercial brokerage of the future!