Insurance Advisor

Westland Insurance Group Ltd.; Penticton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A regional insurance firm is seeking an Insurance Advisor in Penticton, BC. This role involves promoting and educating clients on insurance products while building and maintaining client relationships. The ideal candidate will have an insurance broker level 1 license or be working towards CAIB/CIP, coupled with a track record of meeting sales targets. A supportive environment for continuous learning and professional development is offered, alongside flexible paid Values Days and a commitment to community engagement.

Benefits

An open and flexible workplace

Growth and learning opportunities

Autonomy in success

Inclusive culture

Total rewards program

Flexible paid Values Days

Community support programs

Qualifications

• Proven track record of achieving sales targets.
• Able to build authentic client relationships effortlessly.
• Strong time management skills with discretion.

Responsibilities

• Deliver superior customer service that promotes client retention.
• Uncover clients' business challenges and advocate for their needs.
• Assist clients with insurance needs by applying knowledge of underwriting principles.

Skills

Sales targets achievement

Building client relationships

Time management

Education

Insurance broker level 1 license or working towards CAIB/CIP

Job description

Overview

We’re searching for an Insurance Advisor. Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Penticton, BC at our Cherry Lane office. If you love to talk about insurance and provide exceptional client service, this role offers growth in the insurance industry. We are looking for a career-minded individual who is focused on expanding their knowledge and experience in insurance.

Expected Compensation: The expected hourly hiring range for this role is $22.06 to $27.25 based on a 35-hour work week. Actual offered salary will depend on the successful candidate’s qualifications and experience, as well as market conditions for the role and internal equity.

Westland is committed to continuous learning where employees can grow their potential and pursue their career goals. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.

Discover What’s Possible, With Westland. The Westland story is about growth, which means plenty of opportunity for everyone on our team. We are committed to taking care of communities, clients, and each other as we grow.

As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.

Interested in learning more?

Why You’ll Love Westland

• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to own your own success
• Be part of an inclusive culture, alongside a talented community of people with diverse backgrounds
• Total rewards program that takes care of your financial, physical, and mental health
• Flexible paid Values Days to celebrate days important to you
• Amplifying Communities, a program to support causes that matter most to our employees

Why We’ll Love You

• Laser-focused, with a track record of achieving sales targets
• Building authentic client relationships comes naturally to you
• Master time management; you can prioritize your workload with confidentiality and discretion
• Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!)
• Bonus: 6 months+ of industry experience

Once Here, You’ll

• Deliver superior customer service that promotes client retention
• Uncover clients’ business challenges and act as a client advocate, identifying needs and providing recommendations
• Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles
• Demonstrate curiosity and look for opportunities to grow your career

Want to get to know each other better? Send your resume our way.

You belong here

We strive to be more than a great place to work. Here, you join a collective of vibrant, purpose-driven, and open-minded people. Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.

At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe, welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants’ disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.

If you require a disability-related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [e-mail].