Insurance Advisor (82196)

Western Financial Group; Surrey; On-site; CAD 51,000 - 70,000; Full time

Job summary

A top insurance brokerage in Surrey, BC is seeking an Insurance Advisor to meet sales targets and build relationships with customers. The ideal candidate will have a General Level 1 Insurance License and prior sales experience. Responsibilities include providing quotes, assisting with policy purchases, and customer relationship management. The position offers a competitive salary range of $51,000 - $70,000 and various health and wellness benefits.

Benefits

3 weeks’ vacation

14 wellness days

Company matching investment programs

100% employer-paid group benefits

Qualifications

• 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 is required.

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 customer relationships and meet insurance sales targets.
• Conduct sales calls for new business and make timely renewal calls.

Skills

Sales targets achievement

Professional communication

Customer relationship management

Proficiency in multiple computer programs

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

Role: 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

• 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 is 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, please reach out to us.

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 through the Western Financial Group Communities Foundation.