Benefits Portfolio Advisor

Overview

Role focused on managing client benefits and ensuring optimal plans.

Ideal candidate has experience in sales or account management and is LLQP licensed.

Locations

• Canada

Requirements

• LLQP licensed
• Experience in sales or account management
• Knowledge of group benefits best practices

Responsibilities

• Build rapport with clients
• Negotiate renewals
• Market group plans
• Handle post-quote actions
• Conduct benchmarking exercises
• Provide performance reviews

Benefits

• Remote work flexibility
• Access to cutting-edge tools
• Employee share options
• Generous paternity leave
• Subsidized egg freezing
• WFH office expense budget
• Learning and development opportunities