Insurance Advisor (79324)

Western Financial Group; Olds; On-site; CAD 45,000 - 75,000; Full time

Job summary

A leading insurance broker in Canada seeks an Insurance Broker for Personal Lines to join their team in Olds, AB. This role involves meeting sales targets, providing quotes, and maintaining strong client relationships while ensuring excellent service delivery. Ideal candidates will possess strong sales and communication skills and be well-versed in insurance products.

Qualifications

• Experience achieving sales targets individually and as a team.
• Strong sales and communication skills are essential.
• General Level 1 Insurance License highly preferred.

Responsibilities

• Provide quotes and sell new policies to customers.
• Manage sales inquiries and up-sell products.
• Follow up on all client accounts to resolve outstanding activities.

Skills

Sales Skills

Communication Skills

Relationship Management

Education

General Level 1 Insurance License

Tools

EPIC

Job description

We are one of Canada’s Top Employers, Join Us

Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service?

Insurance Broker – Personal Lines

As an Insurance Broker you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers, helping to protect what matters most to them.

• Provide quotes and sell new policies to customers
• Manage walk-in queries, sales and up-selling of products to new and existing clients
• Follow up on all client accounts to resolve outstanding activities
• Remain up to date on product knowledge and build relationships with insurance providers
• Continue self-development through industry and training and other courses
• Generate leads through community involvement and events
• Knowledge of each Insurance Company’s products, endorsements, packages and payment plans
• Conduct sales calls for new business and making timely renewal calls for existing customer business

The value you bring

• Experience achieving sales targets individual and as a team
• Well versed in navigating multiple computer programs at once
• General Level 1 Insurance License an asset
• Preferred understanding of policy wordings/coverage’s
• Strong sales and communication skills
• Working experience in EPIC an asset

Hours: Full Time – 37.5 hours/week

Location: Olds, AB

Requisition #: 79324

Our people make us who we are and we’re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?

As one of Canada's top insurance brokers, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

Note: Please review the internal applicant policy on WestConnect

About the company

This is the authority account for Western Financial Group Corporate Head Office and Insurance Brokerage Network. We are located in 116 communities across Western Canada.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.