Insurance Broker (82081)

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

Job summary

An established insurance provider in Victoria is seeking an Insurance Advisor to meet sales targets while building lasting relationships with customers. The ideal candidate will have a General Level 1 Insurance License and sales experience. Responsibilities include providing quotes, managing relationships, and supporting customers with their home and auto policies. The position offers a full-time permanent role with competitive benefits including vacation and wellness days.

Benefits

3 weeks vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• RIBO / General Level 1 Insurance License required.
• Proficient in navigating multiple computer programs.
• Must communicate professionally in-person, over the phone, and through email.
• Prior experience achieving sales targets in a similar role is essential.

Responsibilities

• Provide quotes and sell new policies via phone, in-person, and email.
• Assist customers with home and auto policy purchases.
• Manage customer relationships and meet insurance sales targets.
• Follow up on client accounts to resolve outstanding activities.
• Conduct sales calls for new business and timely renewal calls for existing customers.

Skills

Customer relationship management

Sales experience

Proficient communication skills

Navigating computer programs

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 Advisor

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

• RIBO / General Level 1 Insurance License required
• 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: Victoria, BC (Tillicum)

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

Requisition #: 82081

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.

Note: Please review the Internal Application Policy on WestConnect