Insurance Advisor – Home & Auto Policies (Kelowna, Contract)

Western Financial Group; Kelowna; On-site; CAD 47,000 - 51,000; Full time

Benefits offered by this job

14 Wellness Days

3 weeks vacation

Savings programs

Employer-paid benefits

Job summary

Western Financial Group in Kelowna, BC, is seeking an Insurance Advisor to provide quotes and sell home and auto policies. You will build relationships with customers, meet sales targets, and handle follow-ups on client accounts, with calls for new business and renewals.

The role is a 6-month temporary contract, 35 hours per week, based in Kelowna. A General Level 1 Insurance License is an asset, and EPIC experience is a plus.

Qualifications

• License is asset but not required.
• Proficient in navigating multiple computer programs.
• Able to communicate professionally in-person, over the phone, and via email.
• Experience meeting sales targets in a similar role.
• EPIC system experience is an asset.

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 renewals for existing customers.

Skills

Insurance sales

Customer communication

Sales targets

EPIC experience

Education

General Level 1 Insurance License

Tools

EPIC

Job description

Western Financial Group in Kelowna, BC, is seeking an Insurance Advisor to provide quotes and sell home and auto policies. You will build relationships with customers, meet sales targets, and handle follow-ups on client accounts, with calls for new business and renewals.

The role is a 6-month temporary contract, 35 hours per week, based in Kelowna. A General Level 1 Insurance License is an asset, and EPIC experience is a plus.