Insurance Advisor

...; Kelowna; On-site; CAD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking insurance group as an Insurance Advisor in Kelowna, where you'll provide exceptional client service and promote insurance products. This role offers a supportive environment with opportunities for growth and learning. You'll manage client relationships and help enhance the company’s reputation in the community. With a focus on continuous learning, the company supports your professional development through financial assistance for training and certifications. If you have a passion for helping others and a track record in sales, this is the perfect opportunity for you.

Benefits

Flexible Paid Values Days

Comprehensive Rewards Program

Financial Assistance for Training

Inclusive Culture

Autonomy to Succeed

Qualifications

• Proven sales track record in the insurance industry.
• Ability to build authentic client relationships.

Responsibilities

• Deliver exceptional customer service to promote client retention.
• Identify clients’ needs and offer tailored recommendations.

Skills

Sales Target Achievement

Client Relationship Management

Time Management

Confidentiality and Discretion

Education

Insurance Broker Level 1 License

CAIB/CIP (working towards)

Job description

Kelowna (Dilworth), BC, Kelowna, British Columbia, Canada

Job Description

Posted Tuesday, April 8, 2025 at 7:00 AM

We’re searching for an Insurance Advisor. Are you looking for new opportunities?

Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Kelowna, BC in our Dilworth branch. Do you enjoy discussing insurance and providing exceptional client service? If so, you will love working for Westland! We seek a career-minded individual focused on expanding their insurance industry knowledge and experience.

Expected Compensation: The hourly rate for this role ranges from $21.20 to $26.50, based on qualifications and experience, with a 37.5-hour workweek. Pay will be determined considering your individual qualifications and internal equity.

Westland is dedicated to continuous learning, offering opportunities for employees to grow their potential and advance their careers. Financial assistance is available for approved work-related training, certifications, and professional development programs, including seminars and conferences.

Discover what’s possible with Westland.

The Westland story centers on growth, providing ample opportunities for our team members. We believe that building a successful business involves caring for communities, clients, and colleagues equally. As we expand, we invite talented individuals like you to join us.

As an Insurance Advisor, you will promote and educate clients on insurance products, manage client relationships, and help us enhance our presence and reputation in the local community.

Interested in learning more?

Why you'll love Westland:

• An open, flexible, and welcoming workplace
• Many opportunities for growth and learning
• Autonomy to succeed
• Inclusive culture with a diverse community of talented people
• Comprehensive rewards program supporting your financial, physical, and mental health
• Flexible paid Values Days to celebrate important days to you
• Amplifying Communities program supporting causes meaningful to our employees

Why we’ll love You:

• You have a proven track record of achieving sales targets
• Building authentic client relationships comes naturally to you
• You are a master at managing your time, prioritizing tasks, and maintaining confidentiality and discretion
• You hold an Insurance Broker Level 1 license or are working towards CAIB/CIP (financial support provided!)
• Bonus: 6+ months of industry experience

Once here, you'll:

• Deliver exceptional customer service to promote client retention
• Identify clients’ needs and act as an advocate, offering tailored recommendations
• Assist clients with their insurance needs, applying basic underwriting principles
• Maintain a curious mindset and seek opportunities for career growth

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Interested in joining us? Send your resume today.

At Westland, you belong. We are more than a great place to work; we are a community of vibrant, purpose-driven, and open-minded individuals. We are committed to caring for communities, clients, and each other. We support and respect you for who you are and value your voice. Westland Insurance Ltd. is an inclusive organization that values diversity and champions equity. We create safe, welcoming spaces where everyone can be themselves. We encourage applications from all qualified individuals and will accommodate disability-related needs throughout the recruitment process. If you require an accommodation, please contact our recruitment team via email at [e-mail].