Digital Sales Advisor - Digital Sales

Westland Insurance Group Ltd; Surrey; Hybrid; CAD 49,000 - 62,000; Full time

Benefits offered by this job

Flexible workplace

Growth opportunities

Autonomy to drive your own success

Inclusive culture

Total rewards program

Job summary

Westland Insurance Group Ltd in Surrey, BC is seeking a Digital Sales Advisor for Personal Lines. This hybrid role focuses on building relationships with clients, growing your insurance knowledge, and delivering exceptional service to drive sales.

You’ll contact prospects by phone and email, respond to web leads, and aim to meet monthly quotas while using underwriting basics. A broker license and 2 years of Personal Lines experience are preferred; Westland supports training to advance to level 2.

Qualifications

• 2 years of experience with personal lines insurance.
• Insurance broker license 1 (and willingness to obtain level 2).
• Strong communication and relationship-building abilities.
• Ability to explain complex information clearly to clients.
• Proven track record of achieving sales targets.

Responsibilities

• Deliver superior customer service to promote client retention.
• Uncover clients’ needs and provide recommendations.
• Contact prospects by phone and email.
• Respond to incoming web leads in a timely manner.
• Achieve and exceed monthly sales quotas.
• Accurately record client activities in the company’s database.

Skills

Sales targets

Client relationships

Time management

Communication skills

Confidentiality

Explain complex information

Active listening

Broker license 1

Job description

We’re searching for a Digital Sales Advisor (Personal Lines Insurance). Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Digital Sales Advisor at our Surrey, BC office (Hybrid work flexibility available).Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience.

Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.

Expected Compensation: The expected hiring range for this role is $49,000 to $62,000 based on a 35-hour work week. Actual offered salary will depend on the successful candidate’s qualifications and experience, as well as market conditions for the role, and internal equity. Westland also offers a competitive commission for this role.

Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.

Discover what’s possible, with Westland.

The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.

This is a sales position and is great for someone with strong skills in forging new relationships, growing business, and working in a fast paced, collaborative environment. If that sounds like you then this might be the perfect opportunity to grow your career!

Interested in learning more?

Why you'll love Westland:

• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to drive your own success
• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
• A total rewards program that takes care of your financial, physical, and mental health
• Flexible paid Values Days to celebrate days important to you
• Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients

Why we’ll love You:

• Laser-focused, you have a track record of achieving sales targets
• Building authentic client relationships comes naturally to you
• Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
• Ability to explain complex information in a simple manner
• Strong written and verbal communication skills, an active listener
• Insurance broker level 1 license and willingness to obtain level 2 ASAP is a must (Westland will support in obtaining)
• 2 years of experience with personal lines insurance

Once here, you'll:

• Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds.
• Deliver superior customer service that promotes client retention
• Uncover clients’ business challenges and act as a client advocate identifying their needs and providing recommendations
• Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles
• You have an inexhaustible curiosity and look for opportunities to grow your career
• Contact prospects through phone and email
• Respond on a timely basis to incoming web leads
• Achieve and excel monthly sales quotas
• Accurately record client activities in the company’s database

As part of our commitment to transparency, we want to let you know that while our recruitment system includes AI capabilities, these are never used to screen, evaluate, or select candidates. The only AI functionality that Westland uses is for transcribing notes during candidate calls, and this occurs with your consent. These toolsaren'tused to make any hiring decisions throughout our recruitment process.

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#LI-Hybrid

You belong here

We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.

At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.

If you require a disability-related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [e-mail]