Senior Insurance Advisor: Lead Client Relationships

Westland Insurance Group

West Kelowna

On-site

CAD 37,000 - 46,000

Full time

11 days ago

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Benefits offered by this job

Flexible workplace
Growth opportunities
Autonomy
Inclusive culture
Total rewards program
Values Days
Amplifying Communities

Job summary

Westland Insurance Group in Westbank, BC is seeking a Senior Insurance Advisor to promote and educate clients on insurance products, own client relationships, and help grow our local presence.

Ideal candidates have 2–3 years of industry experience, hold an Insurance Broker Level 2 license (CAIB/CIP pursued with company support), and thrive in an open, supportive team that values growth, learning, and community engagement.

Qualifications

  • Two to three years of insurance industry experience.
  • Active Insurance Broker Level 2 license.
  • Pursuing CAIB or CIP certifications with support.

Responsibilities

  • Promote and educate clients on insurance products.
  • Own and grow client relationships in the local community.
  • Manage more complex insurance cases and mentor junior team members.

Skills

Sales targets
Client relationships
Time management
Discretion
Industry experience 2-3 yrs

Education

Insurance Broker Level 2 license
CAIB/CIP in progress

Job description

Westland Insurance Group in Westbank, BC is seeking a Senior Insurance Advisor to promote and educate clients on insurance products, own client relationships, and help grow our local presence.

Ideal candidates have 2–3 years of industry experience, hold an Insurance Broker Level 2 license (CAIB/CIP pursued with company support), and thrive in an open, supportive team that values growth, learning, and community engagement.

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