Insurance Advisor

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

Job summary

An established industry player is seeking a motivated individual to join their team in a full-time role focused on providing quotes and selling insurance policies. This position offers the chance to build customer relationships and achieve sales targets while receiving comprehensive training if needed. With a commitment to diversity and inclusion, the company also provides generous health and wellness benefits, including vacation time and employer-paid group benefits. If you are passionate about helping others and eager to grow in the insurance field, this opportunity could be 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 prior experience required; training provided for unlicensed candidates.
• Ability to communicate professionally in-person, over the phone, and via email.

Responsibilities

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

Skills

Sales Experience

Customer Relationship Management

Communication Skills

Proficiency in Computer Programs

Education

RIBO / General Level 1 Insurance License

Tools

EPIC

Job description

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Responsibilities

1. You will provide quotes and sell new policies to customers via phone, in-person, and by email.
2. Assist customers with the purchase of their home and auto policies daily.
3. 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 customers.

The value you bring

• No experience required; if unlicensed, applicable training will be provided for the right candidate.
• RIBO / General Level 1 Insurance License is an asset.
• Proficient in navigating multiple computer programs.
• Ability to communicate professionally in-person, over the phone, and via email.
• Prior experience achieving sales targets in a similar or comparable role.
• Working experience in EPIC is an asset.

Additional Details

Hours: Full-time / 37.5 hours per week

Location: Olds, AB

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

Requisition #: 80702

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!

Our Commitment

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

Health and Wellness

We offer programs that add value to our employees’ lives, including 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

Supporting our local communities has been part of our culture for over 20 years through the Western Financial Group Communities Foundation.