Insurance Advisor

Western Financial Group; Okotoks; On-site; CAD 51,000 - 65,000; Full time

Job summary

A leading insurance brokerage in Okotoks, Alberta seeks an Insurance Advisor to sell and quote new policies through various communication methods. The ideal candidate will have strong communication skills and the ability to build customer relationships. No previous experience is necessary, as training is provided for candidates without a General Level 1 Insurance License. This role offers competitive compensation ranging from $51,000 to $65,000 and comprehensive benefits.

Benefits

3 weeks of vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• No prior experience needed; training provided for unlicensed candidates.
• Professional communication skills required.
• Sales target experience in similar roles preferred.

Responsibilities

• Provide quotes and sell policies via phone, in-person, and email.
• Assist customers with home and auto policy purchases.
• Manage and build customer relationships to meet sales targets.

Skills

Communication skills

Sales targets achievement

Proficient in computer programs

Education

General Level 1 Insurance License

Tools

EPIC

Job description

Overview

Truthfulness | Fairness | Value | Loyalty
At Western Financial Group, we are one of Canada's largest insurance brokers with over 2,200 professionals across 180+ locations. We are recognized as one of Forbes Canada’s Best Employers and emphasize well-being, competitive benefits, community focus, and work-life balance. We strive to create a workplace where your contributions make a real difference and where caring for customers, communities and team members is our passion.

Insurance Advisor – Okotoks, Alberta

Here Is What a Typical Day Looks Like

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

The value you bring

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

Details

Hours: 37.5 hrs per week

Location: Okotoks, Alberta

Requisition: 82206

Compensation Range: $51,000 - $65,000

Inclusion and Benefits

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.

If you need assistance or have questions about requesting reasonable accommodation, please contact our Talent Acquisition team at [e-mail] or review the Careers Page on our website.

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

For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation.