Insurance Advisor (79661)

Western Financial Group; Fruitvale; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join a leading Canadian insurance brokerage as an Insurance Advisor in Fruitvale. You will be responsible for meeting sales targets, building strong client relationships, and providing excellent service. The role offers a competitive compensation package, including vacation and wellness days.

Benefits

3 weeks vacation

14 paid wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• Experience achieving sales targets individually and as a team.
• Strong sales and communication skills.

Responsibilities

• Provide quotes and sell new policies to customers.
• Manage walk-in queries and up-sell products.
• Follow up on client accounts to resolve outstanding activities.

Skills

Sales

Communication

Customer Service

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 Advisor – Personal Lines

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.

Key Responsibilities

• 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 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 timely renewal calls for existing customer business

The Value You Bring

• Experience achieving sales targets individually 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 / coverages
• Strong sales and communication skills
• Working experience in EPIC an asset

Hours : Full Time – 37.5 hours / week

Requisition # : 79661

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.

At Western 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 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

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.

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Insurance Advisor • Fruitvale, Regional District of Kootenay Boundary, Canada