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Associate Vice-President, Group Insurance

Job in Wellington, Palm Beach County, Florida, 33414, USA
Listing for: Wellington-Altus Financial Inc.
Full Time position
Listed on 2026-01-27
Job specializations:
  • Business
  • Insurance
Salary/Wage Range or Industry Benchmark: 135000 - 185000 USD Yearly USD 135000.00 185000.00 YEAR
Job Description & How to Apply Below

Job Category :
Advisor Support

Requisition Number : ASSOC
001809

  • Posted :
    January 23, 2026
  • Full-Time
Locations

Showing 1 location

North York, ON , CAN

Description

Location: This on‑site posting is for an existing vacancy in Wellington‑Altus’s Toronto office.

Our Organization
:

Founded in 2017, Wellington‑Altus Financial (Wellington‑Altus) is the parent company to Wellington‑Altus Private Counsel Inc., Wellington‑Altus USA Inc., Wellington‑Altus Insurance Inc., Wellington‑Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington‑Altus Private Wealth Inc—the top‑rated investment dealer in Canada and one of Canada’s Best Managed Companies.

With nearly $40 billion in assets under administration and offices across the country, Wellington‑Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high‑net‑worth clients.

The Opportunity:

Reporting to the Senior Vice‑President, Insurance & Wellington Altus Group Solutions (WAGS), the Associate Vice‑President, Group Insurance will play a pivotal role in delivering exceptional service to our existing group insurance clients while driving new business opportunities both organically and through our established advisor network. This position blends two core functions; service and sales. Ideal for a seasoned benefits professional who thrives in a client‑centric, very fast paced, growth ‑ oriented environment.

Key Responsibilities Include:

Client Relationship Management

You will be assigned a diverse block of existing clients across various industries and sizes.

Responsibilities include:

  • Negotiating with benefits carriers and vendors to secure optimal health and welfare plan coverage.
  • Preparing and delivering renewal presentations to plan sponsors.
  • Ensuring high‑quality service delivery and maintaining strong client satisfaction.
  • Developing processes to scale the business.

Business Growth & Opportunity Development

You will lead business development initiatives across Canada by:

  • Generating new opportunities organically and through our internal advisor network.
  • Developing and executing a national business development strategy.
  • Cross‑selling/generating group retirement leads with other members of the WAGS team.

Member Education & Guidance

  • Preparing for, attending, and conducting client meetings and employee presentations; both virtually and in person.
  • Providing personalized support for employees who may need help converting life insurance coverage and or health and dental coverage without a medical when terminating from a group plan.
  • Supporting the training and development of junior associate / analyst(s) of WAGS employees.

Proactive Client Service

  • Ensuring timely, tailored solutions for client inquiries and challenges, anticipating needs before they arise.
  • Acting as a senior resource for complex client servicing matters, ensuring a seamless and high‑quality experience.

The Ideal Candidate Will Possess:

  • Bachelor’s degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.
  • 7+ years of industry related experience.
  • Minimum 5 years of direct experience in health & dental benefits.
  • Recognized expertise and a strong industry reputation in the health & benefits field.
  • Experience delivering presentations to diverse audiences, including plan members or advisors.
  • Valid Insurance licensing (LLQP or other equivalent insurance designation) or willing to secure upon immediate hire.
  • Bilingual (French) an asset.
  • Certified Employee Benefits Specialist (CEBS an asset).

One of the following would be beneficial but not required:

  • Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • Familiarity with financial planning tools and group retirement plan administration platforms.

Comprehensive understanding of group insurance plan design (fully insured, retention, ASO) and how to align plan features with organizational goals, member needs and total rewards strategies.

Superior knowledge of group insurance products with the ability to recommend competitive, cost‑effective options for clients and prospects.

Focus on client retention and relationship management, while…

Position Requirements
10+ Years work experience
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