Insurance Advisor

Western Financial Group; Camrose; On-site; CAD 45,000 - 75,000; Full time

Job summary

Join a leading insurance provider as an Insurance Advisor, where you will play a vital role in helping customers protect what matters most. In this dynamic position, you will engage with clients daily, providing quotes and selling policies while fostering lasting relationships. With comprehensive training available for the right candidates, this is an exciting opportunity to grow within a supportive and inclusive environment. Enjoy a competitive compensation package, including generous vacation and wellness days, as well as employer-paid benefits. If you are passionate about sales and customer service, this role is perfect for you!

Benefits

3 weeks vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• No experience needed; training provided for the right candidate.
• Prior sales experience in a similar role is preferred.

Responsibilities

• Provide quotes and sell new policies via phone, in-person, and email.
• Build and manage customer relationships to meet sales targets.

Skills

Sales Skills

Customer Relationship Management

Communication Skills

Proficiency in Computer Programs

Insurance Knowledge

Education

General Level 1 Insurance License

Tools

EPIC

Job description

Career Opportunities: Insurance Advisor (81274)

Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles: Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.

Insurance Advisor

As an Insurance Advisor, you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers, helping to protect what matters most to them.

Here is what a typical day looks like:

1. You will provide quotes and sell new policies to customers via phone, in-person, and by email.
2. Every day you will assist customers with the purchase of their home and auto policy.
3. You will manage and build customer relationships and meet insurance sales targets.
4. Follow up on all client accounts to resolve outstanding activities.
5. Conduct sales calls for new business and make timely renewal calls for existing customer business.

The value you bring:

1. You do not need experience; if unlicensed, we would provide applicable training for the right candidate.
2. General Level 1 Insurance License is an asset.
3. Proficient in navigating multiple computer programs.
4. You must be able to communicate professionally in-person, over the phone, and through email.
5. Prior experience achieving sales targets in a similar or comparable role.
6. Working experience in EPIC is an asset.

Hours: Full-time / 37.5 hour/week

Location: Camrose, AB

Requisition #: 81274

What if I don’t meet every requirement?

If you’re excited about the role but your experience doesn’t check every box – we still encourage you to apply. You may be the right person for this role – or we might have another that suits you even better!

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in. If you have questions or require accommodation, please reach out to us.

Health and Wellness:

We take pride in providing programs that add value to our people’s lives – after all, they are our greatest asset. Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

Note: Please review the Internal Applicant Policy on WestConnect.