Insurance Advisor

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

Benefits offered by this job

Wellness days

Vacation (3 weeks)

Savings programs

Employer paid group benefits

Job summary

Western Financial Group in Sidney, BC is seeking an Insurance Advisor to meet sales targets through quotes and by referring new business. You will build lasting relationships with customers and help protect what matters most to them. No experience is required for entry; training is provided.

General Level 1 Insurance License is an asset, and proficiency with multiple computer programs is expected. The role is 37.5 hours per week in Sidney with a competitive salary and strong benefits.

Qualifications

• The candidate does not need prior experience; training is provided for the right person.
• General Level 1 Insurance License is an asset.
• Proficient in navigating multiple computer programs.
• Ability to communicate professionally in-person, on the phone, and via email.
• Experience achieving sales targets in insurance or a similar role.
• Experience with EPIC is an asset.

Responsibilities

• Provide quotes and sell new policies via phone, in-person, and email.
• Assist customers with home and auto policy purchases.
• Build and manage customer relationships to meet sales targets.
• Follow up on client accounts to resolve outstanding activities.
• Conduct sales calls for new business and renewal calls for existing clients.

Skills

Sales targets

Customer communication

Quote generation

Phone sales

In-person sales

Tools

EPIC

Job description

Career Opportunities: Insurance Advisor (83275)

Proudly Canadian. Driven by Purpose. Rooted in Care.

Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada.

Insurance Advisor

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.

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 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/Duration: 37.5 hours per week
• Location: Sidney, BC
• Current Vacancy: Yes
• Requisition #: 83275
• Compensation Range: $51,000 - $65,000

Why Western?

Western’s people-first culture, grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact.

Highlights include:

• 14 Paid Wellness Days, 3 weeks’ vacation, company matching savings programs, and 100% employer paid group benefits for eligible employees

Our Commitment to Inclusion:

At Western, we strive to create an accessible, equitable, and inclusive workplace where everyone feels valued and can thrive. As an equal opportunity employer, we encourage applicants of all backgrounds to apply, even if your experience doesn’t perfectly match every qualification. If you need assistance or an accommodation during the hiring process, please contact [e-mail] or visit our Careers page .

Our Human First Hiring Approach:

We do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western’s Talent Acquisition Consultants. As part of our hiring process, we use standardized, scientifically validated skills assessments (nonAI), and all results are reviewed by our hiring team.