Insurance Advisor - Home & Auto Policies (Mill Bay)

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

Job summary

A leading insurance brokerage in Mill Bay, BC is seeking an Insurance Advisor to meet sales targets through personalized customer engagement. The ideal candidate will build lasting relationships, assist with policy purchases, and contribute to the team’s sales goals. This full-time position offers a competitive salary, benefits, and a supportive work environment focused on well-being and community involvement.

Benefits

3 weeks’ vacation

14 wellness days

100% employer-paid group benefits

Company matching investment and savings programs

Qualifications

• Experience in customer service and sales environments.
• Ability to work independently and manage customer relationships.
• Strong organizational and time management skills.

Responsibilities

• Provide quotes and sell new policies to customers.
• Assist customers with the purchase of home and auto policies.
• Manage and build customer relationships to meet sales targets.
• Follow up on client accounts to resolve outstanding activities.
• Conduct sales calls for new business and timely renewals.

Skills

General Level 1 Insurance License

Communication professionalism

Sales target achievement

Proficiency in multiple computer programs

Working experience in EPIC

Job description

A leading insurance brokerage in Mill Bay, BC is seeking an Insurance Advisor to meet sales targets through personalized customer engagement. The ideal candidate will build lasting relationships, assist with policy purchases, and contribute to the team’s sales goals. This full-time position offers a competitive salary, benefits, and a supportive work environment focused on well-being and community involvement.