Insurance Advisor (81966)

Western Financial Group; Vernon; On-site; CAD 51,000 - 61,000; Full time

Job summary

Western Financial Group is looking for an Insurance Advisor in Vernon, BC. In this role, you will provide quotes, sell policies, and manage customer relationships, with the opportunity for training if unlicensed. Competitive benefits include 3 weeks' vacation and 100% employer-paid group benefits, all while working in a culture that values inclusion and support.

Benefits

3 weeks' vacation

14 wellness days

Company-matching investment programs

100% employer-paid group benefits

Qualifications

• Proficient in navigating multiple computer programs.
• Prior experience achieving sales targets in a comparable role.
• Unlicensed candidates are welcomed and will receive training.

Responsibilities

• Provide quotes and sell new policies to customers via phone, in-person and email.
• Manage and build customer relationships while meeting sales targets.
• Conduct follow-ups on client accounts to resolve outstanding activities.

Skills

Professional Communication

Sales Achievement

Customer Relationship Management

Education

General Level 1 Insurance License

Tools

EPIC

Job description

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 - Vernon, 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.

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: Full-time, 37.5 hours per week

Location: Vernon, BC

Salary Range: $51,000 - $61,000

Requisition #: 81966

At Western, we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.

If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at [e-mail] or reviewing Careers Page on our website .

We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.

For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation .