Insurance Broker

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

Job summary

An established industry player is seeking a motivated Insurance Broker to join their dynamic team. In this role, you will engage with customers daily, providing quotes and selling insurance policies tailored to their needs. You will build lasting relationships while achieving sales targets and ensuring customer satisfaction. The company is committed to supporting your growth with training opportunities and a competitive compensation package. Join a workplace that values diversity and community, where your contributions will make a significant impact on customers' lives and the community at large.

Benefits

3 weeks vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• No experience required; training provided for the right candidate.
• Proficient in navigating multiple computer programs.

Responsibilities

• Provide quotes and sell policies via phone, in-person, and email.
• Manage customer relationships and meet sales targets.

Skills

Sales Target Achievement

Customer Relationship Management

Professional Communication

Multi-Program Navigation

Education

RIBO / General Level 1 Insurance License

Tools

EPIC

Job description

Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.

Insurance Broker

As an Insurance Broker 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

1. You will provide quotes and sell new policies to customers via phone, in-person and by email.
2. Every day you will assist customers with the purchase of their home and auto policy.
3. You will manage and build customer relationships and meet insurance sales targets.
4. Follow up on all client accounts to resolve outstanding activities.
5. Conduct sales calls for new business and make timely renewal calls for existing customer business.

The value you bring

1. You do not need experience; if unlicensed, we would provide applicable training for the right candidate.
2. RIBO / General Level 1 Insurance License is an asset.
3. Proficient in navigating multiple computer programs.
4. You must be able to communicate professionally in-person, over the phone, and through email.
5. Prior experience achieving sales targets in a similar or comparable role.
6. Working experience in EPIC is an asset.

Hours: Full-time / 37.5 hour/week

Location: Lake Country, BC

Compensation Range: $51,000 - $70,000

Requisition #: 81636

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 ingrained in our culture through the Western Financial Group Communities Foundation.