Insurance Advisor

Western Coast Insurance Services; Surrey; On-site; CAD 51,000 - 70,000; Full time

Job summary

A leading insurance brokerage in Surrey, BC, is seeking an Insurance Advisor to provide quotes and sell new policies. The role involves assisting customers with home and auto policies, managing relationships, and meeting sales targets. Ideal candidates have a General Level 1 Insurance License and sales experience. This is a full-time, temporary position offering a competitive salary range from $51,000 to $70,000.

Benefits

3 weeks vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• Proficient in navigating multiple computer programs.
• Must communicate professionally in person, over the phone, and through email.
• Prior experience achieving sales targets in a similar or comparable role.

Responsibilities

• Provide quotes and sell new policies to customers via phone, in-person, and email.
• Assist customers with the purchase of their home and auto policy.
• Manage and build customer relationships and meet insurance sales targets.

Skills

Communication skills

Sales experience

Computer proficiency

Education

General Level 1 Insurance License

Tools

EPIC

Job description

Overview

Truthfulness | Fairness | Value | Loyalty

At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 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 Canada’s 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, it's a place to thrive!

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

Insurance Advisor - Surrey, BC

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

• Provide quotes and sell new policies to customers via phone, in-person and by email
• Assist customers with the purchase of their home and auto policy
• 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

Qualifications

• General Level 1 Insurance License
• 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, Temporary - 37.5 hours / week (1 year contract)

Location : Surrey, BC

Salary Range : $51,000 - $70,000

Requisition # : 82196

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!

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, .

Health and Wellness

We take pride in providing programs that add value to our people’s 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 – it’s engrained in our culture though the