Referral Partner
- Canada
Contract
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Job details
- Job type
- Contract
- Posting language
- English
- Posted
Original job description
About Wellbytes
Wellbytes is a Canadian digital platform that administers Health Spending Accounts (HSAs) and Wellness Spending Accounts (WSAs). We help businesses give employees more choice in eligible health and wellness expenses through employer-set benefit allocations, digital claims and ongoing administrative support.
The opportunity
We’re seeking referral partners across Canada who work with business owners and want to introduce a relevant employee benefits option to their clients. The partnership offers the potential to earn from eligible referrals while building on your existing professional relationships.
You introduce interested businesses with their permission. Wellbytes leads the client conversation, explains the available options and helps clients get started.
What you’ll do
- Identify businesses in your network that may benefit from exploring an HSA or WSA.
- Obtain the client’s permission before making an introduction.
- Connect interested business owners or decision-makers with Wellbytes and share relevant business context.
- Coordinate the initial handoff with our Partner Manager.
Who this suits
This opportunity is a good fit for accountants, bookkeepers, payroll professionals, HR consultants, benefits advisers, business consultants and other professionals connected to Canadian small and mid-sized businesses.
You bring trusted relationships with business owners, clear communication and sound judgment when recommending services. Familiarity with employee benefits is helpful, along with a willingness to learn how Wellbytes works.
Why partner with Wellbytes
- Add value to your client relationships: Introduce health and wellness spending accounts when clients are exploring employee benefits or looking to complement an existing program.
- Receive practical support: Access product information, referral materials and guidance from a Partner Manager.
- Let Wellbytes handle the administration: Our team manages client follow-up, setup, claim review, approved reimbursements, billing and platform support.
More about this job
Responsibilities
Identify Canadian businesses that may benefit from health or wellness spending accounts, obtain permission to make introductions, and connect interested decision-makers with Wellbytes. Share relevant business context and coordinate the initial handoff with the Partner Manager.
Requirements
The opportunity suits professionals with trusted relationships among Canadian small and mid-sized businesses, such as accountants, bookkeepers, payroll professionals, HR consultants, benefits advisers, and business consultants. Clear communication and sound judgment are expected; familiarity with employee benefits is helpful, along with willingness to learn about Wellbytes.
Skills
- Business Networking
- Referral Generation
- Client Communication
- Business Development
- Needs Assessment
- Professional Judgment
- Employee Benefits Knowledge
- Client Introductions
- Partner Coordination
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Consulting
- Finance & Accounting
- Human Resources
- Administrative
Keywords
- Health Spending Accounts
- Wellness Spending Accounts
- Employee Benefits
- Referral Partnerships
- Business Owners
- Small and Mid-Sized Businesses
- Client Relationships
- Business Development
- Client Introductions
- Referral Materials
- Partner Manager
- Digital Claims
- Claims Administration
- Claim Review
- Approved Reimbursements
- Billing
- Platform Support
- Payroll
- Human Resources
- Benefits Advising
- Business Consulting