Insurance Advisor

Western Financial Group; Houston; On-site; CAD 45,000 - 61,000; Full time

Job summary

Join a leading insurance provider as an Insurance Advisor, where you will play a pivotal role in helping customers protect what matters most. In this dynamic position, you will engage with clients to provide quotes and sell policies, while also nurturing lasting relationships. With a supportive team and comprehensive training provided, this role is perfect for those eager to excel in the insurance sector. Enjoy a full-time schedule with a competitive compensation package, including generous vacation and wellness benefits. If you're passionate about making a difference and achieving sales targets, this opportunity is 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 prior experience needed; training provided for the right candidate.
• Must communicate professionally in-person, over the phone, and via email.

Responsibilities

• Provide quotes and sell new policies via phone, in-person, and email.
• Manage and build customer relationships while meeting sales targets.

Skills

Sales Targets Achievement

Customer Relationship Management

Communication Skills

Proficiency in Computer Programs

Education

RIBO / General Level 1 Insurance License

Tools

EPIC

Job description

Career Opportunities: Insurance Advisor (81283)

Requisition ID: 81283 - Posted - PL Insurance Sales - Houston - British Columbia - Canada

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 while meeting 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. RIBO / 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 / 40 hours/week

Location: Houston, BC

Compensation Range: $45,000 - $61,000

Requisition #: 81283

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.