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Job Description & How to Apply Below
Position Summary
Reporting to the Chief Sales Officer, the Vice President (VP) of Employee Benefits will lead sales growth, business development, and client service excellence within the Employee Benefits Division. The VP will coach and motivate a high‑performance sales team, oversee the execution of sales plans, and ensure operational excellence while maintaining compliance with HUB’s standards. This role will focus on driving organic growth through cross‑selling, up‑selling, and client retention, while collaborating with leadership to implement strategic initiatives and monitor performance to meet profitability goals.
Responsibilities
Sales Leadership
Develop and execute an annual sales plan for the Employee Benefits team to achieve sales targets, drive growth, and ensure the profitability of the branch operations. Provide proactive coaching, training, and support to enhance sales techniques, closing abilities, and pipeline management.
Business Development
Drive organic sales growth through cross‑selling, up‑selling, and identifying new business opportunities. Monitor and track sales performance and ensure that both top‑line and bottom‑line growth targets are met.
Client & Account Management
Attend client and prospect meetings as needed to drive new business and ensure client satisfaction. Manage existing client relationships, addressing concerns and ensuring ongoing account growth.
Client Service Excellence
Guide the team in building strong client relationships by prioritizing service excellence and adapting to client needs. Provide mentorship on sales and client service behaviors that enhance retention and satisfaction. Lead initiatives to improve client retention by identifying the causes of client losses and implementing strategies to strengthen long‑term relationships and drive growth.
Team Management
Lead the sales team by setting clear expectations and performance standards. Hold the team accountable to meet business goals and ensure effective utilization of CRM (CORE) and sales tools. Oversee team onboarding, offboarding, and succession planning to ensure long‑term growth and development.
Collaboration & Strategy Execution
Work closely with the Chief Sales Officer (CSO), sales leadership, and cross‑functional teams to identify cross‑sell opportunities, drive new business initiatives, and develop strategies for market expansion and other key initiatives.
Compliance & Performance Monitoring
Ensure adherence to company policies, compliance checklists, and critical procedures. Track team sales metrics and provide regular performance reports to leadership, ensuring progress toward goals and objectives.
Qualifications
Industry Expertise
Ideally 10 years of progressive leadership and sales experience in the employee benefits insurance industry.
Licensing
Valid Life License (LLQP) in British Columbia (or obtained within 6 months).
Leadership
Proven track record of building and leading high‑performing sales teams, sales planning, and execution.
Sales & Business Acumen
Demonstrates a results‑oriented approach with a proven ability to drive sales and business growth within the employee benefits industry. Leverages strategic business insight to align sales initiatives with organizational goals, enhancing operational efficiency and client retention.
Employee Benefits Insurance Knowledge
Advanced insurance knowledge in Employee Benefits processes, procedures, and underwriting.
Communication & Relationship Skills
Exceptional written and verbal communication with strong interpersonal skills to build relationships and drive success.
Analytical Skills
Proficiency in data analysis and reporting to track performance and sales metrics.
Education
Successful completion of post‑secondary education is preferred.
Certifications
CEBS, CALU, CIM, and other designations are preferred.
Travel
Willingness to travel up to 25%.
Compensation
The expected salary range for this position is $ to $, with the ability to earn a bonus based on performance. The base salary will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. If your…
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