Insurance Broker (82161)

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

Job summary

A major Canadian insurance provider is seeking a part-time Insurance Advisor in Victoria, BC. The role involves helping customers with insurance quotes and policies and managing relationships. No prior experience is necessary as training will be provided. The salary range is $51,000 - $70,000, with additional benefits including vacation and wellness days.

Benefits

3 weeks’ vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Qualifications

• No prior experience is required; training will be provided for the right candidate.
• Ability to communicate professionally in-person, over the phone, and via email.
• Prior experience achieving sales targets in a similar role is preferred.

Responsibilities

• Provide quotes and sell new policies to customers through various communication channels.
• Assist customers with the purchase of home and auto policies.
• Manage customer relationships and meet insurance sales targets.
• Follow up on all client accounts to resolve outstanding activities.
• Conduct sales calls for new business and timely renewal calls for existing business.

Skills

Sales targets achievement

Professional communication

Customer relationship management

Proficiency in multiple computer programs

Education

RIBO / General Level 1 Insurance License

Tools

EPIC

Job description

Overview

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.

Responsibilities

• 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

Details

Hours: Part time, temporary – 30 hours/ week (1 year contract - maternity leave)

Location: Victoria, BC (Eagle Creek)

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

Requisition #: 82161

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 through the Western Financial Group Communities Foundation.