Insurance Broker (81690)

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

Job summary

Join a forward-thinking company as an Insurance Broker, where you'll play a crucial role in helping customers secure their most valuable assets. In this dynamic position, you will provide quotes, sell policies, and foster long-lasting relationships with clients. With a supportive team and comprehensive training for newcomers, this is an excellent opportunity for those eager to thrive in a sales-driven environment. Enjoy a competitive compensation package, including generous vacation time and health benefits, while contributing to a company that values community engagement and employee well-being.

Benefits

3 weeks vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• No prior experience required; training provided for the right candidate.
• Ability to communicate professionally in-person, over the phone, and via email.

Responsibilities

• Provide quotes and sell new policies via phone, in-person, and email.
• Manage and build customer relationships while meeting sales targets.

Skills

Sales Target Achievement

Customer Relationship Management

Professional Communication

Insurance Knowledge

Computer Proficiency

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 180+ 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

• 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
• RIBO / 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, Permanent - 37.5 hours/week

Location: Kelowna, BC

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

Requisition #: 81690

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 though the Western Financial Group Communities Foundation.