Hybrid P&C Insurance Advisor - Relationship-Driven Growth

Westmark-Credit-Union; Idaho Falls (ID); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off (3–5 weeks per year)

Excellent health insurance

401k with company match

Tuition reimbursement

EAP

Job summary

Westmark Credit Union is seeking a dedicated Insurance Sales Advisor to deliver consultative solutions and build lasting member relationships. The role involves identifying member needs, presenting Property & Casualty options, and guiding members to suitable credit union products and services.

The position supports a hybrid workflow with travel to local branches as needed and emphasizes member satisfaction and regulatory compliance.

Qualifications

• High School Diploma or equivalent required.
• Active Idaho P&C Insurance License required.
• 1+ years in insurance, sales, financial services, or customer service.
• Ability to travel between Westmark branches as needed.
• Bilingual English/Spanish preferred but not required.

Responsibilities

• Provide consultative guidance on Westmark Insurance and Credit Union products.
• Cross-sell insurance and refer to Credit Union services.
• Explain product features, coverage options, and requirements clearly.

Skills

Relationship building

Consultative selling

Customer service

Verbal communication

Travel readiness

Bilingual EN/ES (preferred)

Education

High School Diploma

Idaho Property & Casualty Insurance License (P&C)

Job description

Westmark Credit Union is seeking a dedicated Insurance Sales Advisor to deliver consultative solutions and build lasting member relationships. The role involves identifying member needs, presenting Property & Casualty options, and guiding members to suitable credit union products and services.

The position supports a hybrid workflow with travel to local branches as needed and emphasizes member satisfaction and regulatory compliance.