Are you ready to step into a role where relationship-building, networking, client engagement, and growth are just as important as servicing an established national program?
We are seeking a high-caliber, fully bilingual Group Insurance professional who thrives in a people-first, relationship-driven environment and who naturally enjoys building trust, creating connections, attending events, and expanding opportunities within an established national client program.
This is not a cold-calling sales role.
This is a 60% relationship development / growth role and 40% service role, where your ability to build relationships, create opportunities, represent the organization professionally, and deliver an exceptional client experience will define your success.
About the Hiring Process
Leading Advisor Inc. has been retained to lead this search on behalf of a high-performing financial services and insurance agency.
As a firm specializing in leadership development, team performance, and strategic hiring within the advisory space, Leading Advisor works exclusively with organizations committed to building high-caliber teams.
To ensure confidentiality, the name of the organization will be shared with qualified candidates as they move forward in the process.
About Our Client
Our client is a top-ranked, award-winning financial services and insurance agency, recognized nationally for our performance and client experience.
They provide expertise across:
- Group Benefits (Health, Dental, Disability)
- Group Retirement & Pension Solutions
- Commercial Insurance
- Life Insurance & Wealth Management
They are known for:
- Professionalism
- Strong leadership
- A high-performance, team-oriented culture
- Delivering real value — not just products
- Building long-term relationships within the communities and industries we serve
Candidats francophones bienvenus
Nous encourageons fortement les candidats francophones à postuler.
Chez nous, la communication bilingue et les relations humaines sont au cœur de notre succès. Nous sommes fiers de servir une clientèle diversifiée partout au pays et reconnaissons l’importance d’offrir une expérience exceptionnelle en français comme en anglais.
Si vous êtes parfaitement bilingue et souhaitez évoluer au sein d’une organisation axée sur les relations, la croissance et le service à la clientèle, nous serions heureux de faire votre connaissance.
The Role
Your primary responsibility is to:
Build, strengthen, service, and grow a national group insurance program.
You will work with an established book of business and warm relationship network while actively developing new opportunities through relationship-building, networking, client engagement, referrals, and program visibility.
This role combines:
- Client relationship management
- Business development within existing ecosystems
- Networking and external representation
- Ongoing service and support
- Program growth and expansion
Key Responsibilities
Relationship Development & Business Growth (Primary Focus)
- Build and strengthen relationships with national group clients and members
- Attend conferences, networking events, meetings, and industry functions
- Represent the organization professionally in client-facing environments
- Identify opportunities to expand relationships and increase engagement
- Develop trust naturally through conversations, relationship-building, and follow-up
- Introduce additional solutions including:
- Group Benefits
- Group Retirement
- Commercial Insurance
- Support warm business development initiatives and referrals within the existing network
Client Service & Relationship Management
- Manage and support an existing portfolio of national group clients
- Deliver proactive, high-touch client communication
- Support plan implementation, renewals, and ongoing service needs
- Ensure an exceptional client experience at every touchpoint
- Maintain strong follow-through and responsiveness with clients
Program Development Support
- Contribute to the growth and refinement of a national program
- Support onboarding of new clients into the program
- Collaborate closely with internal team members across departments
- Maintain strong coordination and communication internally
What You Absolutely Must Bring
True Bilingual Fluency (English & French)
This role supports a French national program — fluency is mandatory.
You must be able to:
- Communicate professionally in both languages (spoken and written)
- Conduct meetings without translation tools
- Build trust with French-speaking clients
- Network and communicate confidently in both English and French environments
Licensing & Industry Experience
- Life License (LLQP)
- Other Than Life (OTL / General Insurance License)
- Experience in Group Benefits, Insurance, Financial Services, or Relationship-Based Sales
The Right Profile (This Matters More Than Experience)
We are looking for someone who is:
- Naturally outgoing and relationship-oriented
- Comfortable attending conferences, networking events, and client functions
- A strong conversationalist who builds trust naturally
- Professional, personable, and confident in social environments
- Growth-oriented while still valuing client service
- Comfortable initiating conversations and identifying opportunities
- Organized enough to manage follow-through and detail effectively
- Emotionally intelligent with strong communication skills
- Coachable, collaborative, and team-oriented
- Able to balance people interaction with administrative responsibilities
Who This Role Is NOT For
This role is not a fit if you:
- Prefer highly administrative or behind-the-scenes work
- Avoid networking, relationship-building, or client interaction
- Struggle initiating conversations or building rapport
- Only enjoy servicing existing business without pursuing growth opportunities
- Resist structure, coaching, or collaboration
- Struggle with follow-through or accountability
Growth & Opportunity
This role offers the opportunity to:
- Become a recognized relationship leader within a national insurance program
- Expand into commercial insurance expertise
- Develop deeper business development and client relationship responsibilities
- Play a key role in scaling a high-growth national initiative
- Grow into a more senior or specialized position as the program expands
Compensation & Environment
Our client offers a competitive and balanced compensation structure aligned with a relationship-driven growth role.
- Base Salary: $75,000
- Variable Compensation: $20,000 – $30,000, based on relationship growth, client retention, and business development within the program
- Total Compensation: $95,000 – $105,000
- 3 weeks paid time off (vacation + personal days)
- Professional development and licensing support
- Opportunity to grow within a high-performing team and national program
- Medical, dental and LTD benefits.
Work Environment & Flexibility
This role is designed to be primarily in-office to support collaboration, relationship-building, team integration, training, and client engagement.
Candidates should expect to work in-office a minimum of three days per week as part of the normal structure of the role.
Candidates must remain fully available to attend:
- Client meetings
- Conferences and networking events
- Team collaboration sessions
- External relationship-building activities
This is a highly relationship-driven, client-facing role where in-person engagement, visibility, and collaboration are important components of long-term success.
How to Apply
If this opportunity aligns with your experience and career goals:
Submit your resume along with a brief note outlining:
- Your bilingual capabilities
- Your experience in group insurance, relationship management, or financial services
- Why a relationship-driven growth role appeals to you
Only candidates who demonstrate:
- True bilingual fluency
- Relevant licensing or experience
- Strong professionalism
- Relationship-building ability and communication skills
…will be contacted for the next step in the process.
Job Type: Full-time
Pay: $75,000.00-$105,000.00 per year
Application question(s):
- How many years of experience do you have working with group benefits, insurance, or financial services?
- This role is 60% client service and 40% growth within existing accounts. Which part of this mix do you naturally enjoy more, and why?
- Describe your experience managing an existing book of business versus generating new business from scratch.
- Have you worked with group benefits, group retirement, or commercial insurance products? Please outline your experience.
- Are you fully bilingual in English and French (spoken and written)? Please describe your level of fluency and how you use both languages in a professional setting.
- Do you currently hold a Life License (LLQP) and/or General Insurance License (OTL)? Please specify.
Work Location: In person
