Insurance Account Executive (82237)

Western Financial Group; Canada; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage is seeking an Insurance Account Executive to prospect and manage client relationships. This remote role requires a General Level 2 insurance license and commercial insurance experience. The successful candidate will have a passion for helping clients protect their assets and will have the opportunity for significant commission-based earnings. The company promotes work-life balance and offers competitive benefits, including generous vacation and wellness days.

Benefits

3 weeks' vacation

14 wellness days

100% employer-paid group benefits

Company matching investment and savings programs

Qualifications

• Results-driven Sales Representative with excellent interpersonal skills.
• Ability to communicate professionally in person, over the phone, and through email.
• Self-motivated and entrepreneurial mindset.

Responsibilities

• Prospect and up-sell to clients on all lines of business sold.
• Meet and exceed sales and retention targets.
• Build strong relationships with customers for long-term growth.

Skills

General Level 2 insurance license

Commercial Insurance Experience

French/English Bilingual

Interpersonal skills

Problem-solving skills

Job description

Truthfulness | Fairness | Value | Loyalty

At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canada’s Best Employers.

Discover a workplace where your well-being is a priority, and your contributions make a real difference. With competitive benefits, a strong community focus, and a commitment to work-life balance, Western is not just a place to work, it's a place to thrive!

Join our team and experience the Western difference – where caring for our customers, communities and team members is our passion!

Insurance Account Executive

As an Account Executive with Western Financial Group, you will use your expertise in Commercial Lines Insurance to prospect and bring new clients to the organization, ensuring your customers have the coverage they need. This is a remote work opportunity.

Here is what a typical day looks like

• Prospect and up-sell to clients on all lines of business sold.
• Work and life balance with flexibility to create your own schedule to meet and exceed sales targets.
• Consistently generate quality new business by networking and building Centers of Influence to ensure a consistent stream of referral business.
• Promote retention by building strong relationships and providing quality advice to prospects and customers for long term sustainable growth.
• Navigate multiple insurance partner online portals to complete customer applications.
• Meet and exceed sales and retention targets.
• Collaborate with insurance company Underwriters to ensure evolving guidelines are met.
• Liaise between client and external insurance partners to ensure fair and proper representation for both parties.
• Continuous self-development, through industry and community involvement, and industry related courses.

The value you bring

• General Level 2 insurance license and Commercial Insurance Experience
• French/English Bilingual
• A passion to help people protect what is most valuable to them.
• A self-motivated and entrepreneurial mindset with unlimited earning potential through a mix of fixed and variable compensation
• You are a results-driven Sales Representative with excellent interpersonal skills to actively seek out and engage customers.
• The ability to communicate professionally in person, over the phone, and through email
• Strong problem-solving skills and the ability to adapt in the face of adversity

Hours: Full-Time, Permanent - 37.5 hours / week

Location: Remote/Hybrid between Tracadie and Moncton, NB

Compensation: This is a fully commissioned role with a guaranteed income component

At Western, we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.

We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.