Insurance Advisor

Western Financial Group; Richmond; On-site; CAD 51,000 - 70,000; Full time

Job summary

A leading insurance provider in Richmond, BC, is seeking an Insurance Advisor to sell policies and build customer relationships. The ideal candidate will have a passion for sales and customer service, with opportunities for training provided for unlicensed applicants. Enjoy competitive benefits and a supportive workplace culture. This position offers 37.5 hours a week with a salary range of $51,000 - $70,000.

Benefits

3 weeks vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• You do not need experience if unlicensed; training will be provided.
• Must be able to communicate professionally via phone and email.
• Prior experience achieving sales targets is preferred.

Responsibilities

• Provide quotes and sell new policies to customers.
• Assist customers with home and auto policy purchases.
• Manage customer relationships and meet sales targets.

Skills

Sales Experience

Customer Service

Time Management

Insurance Sales

Direct Sales

Education

General Level 1 Insurance License

Tools

EPIC

Job description

Truthfulness Fairness Value Loyalty

INSURANCE ADVISOR - Richmond BC

At Western Financial Group we take pride in being one of Canadas largest insurance brokers. Our strength lies in our incredible team of over 2200 dedicated professionals spread across 180 locations nationwide. Together we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canadas Best Employers.

Discover a workplace where your well-being is a priority and your contributions make a real difference. With competitive benefits a strong community focus and a commitment to work-life balance Western is not just a place to work its a place to thrive!

Join our team and experience the Western difference where caring for our customers communities and team members is our passion!

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.

Responsibilities

• 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 making timely renewal calls for existing customer business

The value you bring

• You do not need experience if unlicensed we would provide applicable training for the right candidate
• General Level 1 Insurance License 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 an asset

Hours : Full Time 37.5 hours / week

Location : Richmond BC

Salary Range : $51000 - $70000

Requisition # : 82038

What if I dont meet every requirement

If youre excited about the role but your experience doesnt 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 peoples 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.

For over 20 years supporting our local communities has been a part of everything we do its engrained in our culture though the Western Financial Group Communities Foundation.

Key Skills

Estate Law,Sales Experience,Direct Sales,Time Management,Trusts,Quality Assurance,Customer Service,Swift,Training & Development,Insurance Sales,Medicare,Wills