Trainee Insurance Advisor

Westland Insurance Group Ltd.; Penticton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance firm in Penticton is looking for a Trainee, Insurance Advisor to enhance client relationships and promote insurance products. This role involves delivering exceptional customer service and requires strong sales ability alongside a focus on professional development. Ideal candidates should have or be working towards an insurance broker license and exhibit excellent time management skills. Join a supportive and inclusive work environment that champions diversity and personal growth.

Benefits

Flexible paid Values Days

Total rewards program for health

Financial assistance for training

Qualifications

• Track record of achieving sales targets.
• Ability to build authentic client relationships.
• Demonstrated time management skills.

Responsibilities

• Deliver superior customer service that promotes client retention.
• Identify and advocate for client needs.
• Utilize basic underwriting principles to assist clients.

Skills

Sales target achievement

Client relationship building

Time management

Confidentiality and discretion

Education

Insurance broker level 1 license or working towards CAIB/CIP

Job description

Trainee, Insurance Advisor. Are you searching for new possibilities?

Westland Insurance Group Ltd is growing and has a new opportunity for a Trainee, Insurance Advisor in Penticton, BC at our Cherry Lane office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career‑minded individual who is focused on growing their insurance industry knowledge and experience.

Compensation

Expected hourly rate: $22.06 to $27.25 based on a 35‑hour work week. Actual offered salary will depend on the successful candidate’s qualifications and experience, as well as market conditions and internal equity.

Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work‑related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.

As a Trainee, Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.

Why You’ll Love Westland

• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to own your own success
• Be part of our inclusive culture alongside an extraordinarily talented community of people with a wide variety of backgrounds
• Total rewards program that takes care of your financial, physical, and mental health
• Flexible paid Values Days to celebrate days important to you
• Amplifying Communities, a program to support causes that matter most to our employees

Why We’ll Love You

• Laser‑focused, you have a track record of achieving sales targets
• Building authentic client relationships comes naturally to you
• Master time manager, you can prioritize your workload, and you demonstrate confidentiality and discretion
• Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!)
• Bonus! 6 months+ of industry experience

Once Here, You’ll

• Deliver superior customer service that promotes client retention
• Uncover clients’ business challenges and act as a client advocate, identifying their needs and providing recommendations
• Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles
• You have an inexhaustible curiosity and look for opportunities to grow your career

Want to get to know each other better? Send your résumé our way.

We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose‑driven, and open‑minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.

Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants’ disability‑related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.

If you require a disability‑related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [e-mail].