Insurance Sales Producer (82178)

Western Financial Group; Kelowna; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A leading insurance provider in Canada is seeking an Insurance Sales Producer in Kelowna. This role involves supporting clients, building a book of business, and ensuring insurance coverage is adequate. The ideal candidate should have excellent communication skills and a General Insurance Level 2 License. This position offers a hybrid work opportunity with competitive commissions and benefits.

Benefits

3 weeks' vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• General Insurance Level 2 License required.
• Experience providing excellent customer service.
• Strong problem-solving skills and adaptability.

Responsibilities

• Support clients with insurance product recommendations.
• Build relationships to promote customer retention.
• Quote new business and liaise with Underwriters.

Skills

Excellent customer service

Strong problem-solving skills

Communication skills

Ability to manage a book of business

Education

General Insurance Level 2 License

Job description

Overview

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 use your insurance expertise to ensure customers have the coverage they need. You will be required to build a book of business through prospecting clients, market research, and networking. This is a hybrid work opportunity.

• Support new and existing customers by offering recommendations for products and services required
• Promote retention of existing customers by building strong relationships and providing quality customer service
• Navigate multiple insurance partner online portals to complete customer applications
• Quote new business through outbound calls and walk-in clients
• Communicate with insurance company Underwriters to ensure evolving guidelines are met
• Prospect and up-sell to clients on all lines of business sold
• Liaise between client and external insurance partners to ensure fair and proper representation for both parties
• Continuous self-development, through industry and community involvement, and industry related courses

The value you bring

• General Insurance Level 2 License required
• Experience providing excellent customer service
• Must be able to communicate professionally in person, over the phone, and through email
• Experience managing a book of business or relatable work experience
• A desire to learn new systems and processes
• Strong problem-solving skills and the ability to adapt to different work environments
• Passionate about helping people, self-driven, and determined to succeed

Hours: Full-time / 37.5 hour/week

Location: Kelowna, BC

Compensation: This is a fully commissoned role with 50% New Business Commission & 30% Renewal Commission and a Guaranteed Minimum Income component

Requisition #: 82178

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.