Insurance Sales Producer

Western Financial Group; City of Lloydminster; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a driven Insurance Sales Producer to cultivate a personal book of business. This hybrid role offers the flexibility to work both remotely and in-office, allowing you to cater to client needs while driving your own success in a commission-focused environment. With comprehensive support and training, you will engage in prospecting, client management, and strategic sales planning. Join a team that values truthfulness, fairness, and loyalty, while enjoying a competitive compensation package that includes guaranteed income and commission on new business and renewals. If you're passionate about helping others and ready to make an impact, this opportunity is for you.

Benefits

3 weeks vacation

14 wellness days

Company matching investment programs

100% employer-paid group benefits

Health care spending account

Qualifications

• Strong sales performance and customer service experience are essential.
• General Insurance Level 2 License required, training provided.

Responsibilities

• Build and manage your own book of business through networking and referrals.
• Develop business plans for generating new sales and customer retention.
• Navigate insurance partner portals and ensure compliance with guidelines.

Skills

Sales Performance

Customer Service

Communication Skills

Problem-Solving Skills

Motivation

Education

General Insurance Level 2 License

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 Sales Producer

As an Insurance Sales Producer with Western Financial Group, you will grow your own book of business by coordinating sales opportunities, managing account activity, and retaining existing clients. This is a hybrid position where you have the flexibility to work remotely and in-office depending on the client’s needs. Insurance experience is an asset but not required - we are looking for strong sales performers who want to drive their own success in a commission-heavy hunter role, and we will provide you the support and training you need to be successful!

Here Is What a Typical Day Looks Like

• Build your own book of business through prospecting, networking, and client referrals.
• Develop and implement a business plan for generating new sales, which includes building out strategies for lead generation and cross-selling.
• Manage and process business on your book by doing risk assessments, marketing, coverage reviews, processing changes, and reviewing renewals.
• Refer our products and services on all lines of business to ensure the client’s needs are protected.
• Promote retention of existing customers by building strong relationships and providing quality customer service.
• Navigate multiple insurance partner online portals to complete customer applications.
• Ensure guidelines and risk appetite are met through open communication with Insurance Carrier Underwriters.
• Liaise between client and external insurance partners to ensure fair and proper representation for both parties.
• Engage in continuous self-development through industry and community involvement and industry-related courses.
• Handle and set up Accounts Receivables for clients.
• Maintain professionalism through client and peer communication.

The Value You Bring

• Track record of strong sales performance and excellent customer service.
• General Insurance Level 2 License required - we will provide training and support for the right candidate to acquire this.
• High level of motivation and willingness to prospect for business.
• Strong communication skills with a natural ability to build authentic relationships in person, over the phone, and through email.
• Experience managing a book of business or relatable work experience.
• A desire to learn our systems and processes. If you don’t know something, ask!
• Strong problem-solving skills and the ability to adapt in the face of adversity.
• Passionate about helping people, community involvement, self-driven, and determined to succeed.

Hours: Full-time, Permanent - 37.5 hour/week

Location: Lloydminster, AB

Compensation: Guaranteed Income plus Commission of 50% on New Business, 30% on Renewals

Requisition #: 81620

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.