Insurance Advisor

SASCU; Salmon Arm; On-site; CAD 46,000 - 59,000; Full time

Job summary

A community-focused financial service provider in Salmon Arm is seeking an Insurance Advisor to assist clients with auto and general insurance needs. The ideal candidate will possess a Level 1 Insurance License or be willing to obtain one within six months, along with at least a year of sales experience. This full-time role offers a competitive salary range of $46,900 to $58,600 per year, plus comprehensive benefits including health coverage, a pension plan, and flexible work arrangements.

Benefits

Competitive salary

Performance-based incentive pay

Pension plan with matching contributions

Comprehensive group benefits

Flexible work arrangements

Opportunities for career growth

Qualifications

• Must have or be able to obtain an Insurance License within 6 months.
• At least 1 year of sales experience preferred.
• Strong service orientation is essential.

Responsibilities

• Provide counsel to clients and sell AutoPlan and general insurance.
• Follow up on referrals and facilitate referrals to staff.
• Prepare binders, applications, and claims paperwork.

Skills

Strong service orientation

Excellent communication skills

Comfort with technology

Education

Level 1 Insurance License or completion within 6 months

1 year of sales experience in a service-oriented environment

Job description

We invite you to join a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!

As an Insurance Advisor, you will provide service to new and repeat walk-in and phone-in clients on auto and general insurance. This includes problem solving client concerns to ensure retention of business and servicing client accounts by identifying additional business opportunities.

What you’ll do:

• Provide counsel to clients, prepare quotes, and sell AutoPlan and general insurance.
• Follow up on referrals and facilitates referrals to relevant staff.
• Prepare binders and complete applications, change requests, report claims, and policy paperwork.
• Maintain knowledge of insurance products and services to effectively promote them to clients.
• Maintain inventory and supplies, ensuring the tidiness of the office and filing systems.
• Complete ICBC batching and inventory when necessary.

What you’ll bring:

• Level 1 Insurance License, or successful completion of licensing within 6 months.
• 1 year of sales experience in a service-oriented environment.
• Strong service orientation with excellent communication skills.
• Comfort with technology, including word processing, databases, and using a variety of other programs.

We invest in our employees by offering:

• A competitive base salary ($46,900 – $58,600 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
• Comprehensive group benefits coverage including extended health and dental care, life and disability insurance, and an Employee Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Tuesday – Saturday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know!

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of reference, criminal record, and credit checks.