P&C Insurance Sales Pro | Member-First Advisor

Westmark; Idaho Falls (ID); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid time off

Holidays

Health insurance

401k match

Tuition assistance

Employee assistance program

Job summary

Westmark Credit Union in Idaho Falls is seeking an Insurance Sales Advisor to deliver personalized property and casualty solutions and financial guidance to members. You will build relationships, identify needs, and recommend products while promoting member satisfaction.

The role is relationship-driven and consultative, with travel to local branches up to 50% and a hybrid work arrangement. A Idaho license and 1+ year experience in insurance or financial services are preferred.

Qualifications

• High School Diploma or equivalent required.
• Active Property and Casualty Insurance License in Idaho required.
• One or more years of experience in insurance, sales, financial services, customer service, or a related field.
• Bilingual (English/Spanish) preferred but not required.

Responsibilities

• Provide value-based education and consultative guidance on Westmark Insurance and Credit Union products and services through in-person interactions, inquiries, and outreach to members.
• Cross-sell insurance products and refer members to Credit Union services based on identified needs.
• Explain product features, benefits, coverage options, and requirements clearly.
• Accurately complete insurance applications and ensure regulatory compliance.
• Maintain records and follow up on inquiries, quotes, and opportunities.
• Travel between Westmark branch locations to support member service and business development.

Skills

Verbal communication

Relationship-building

Customer service

Sales ability

Digital tools proficiency

Bilingual (English/Spanish)

Education

High School Diploma or equivalent

Active P&C Insurance License – Idaho

Tools

CRM software

Mobile banking apps

Job description

Westmark Credit Union in Idaho Falls is seeking an Insurance Sales Advisor to deliver personalized property and casualty solutions and financial guidance to members. You will build relationships, identify needs, and recommend products while promoting member satisfaction.

The role is relationship-driven and consultative, with travel to local branches up to 50% and a hybrid work arrangement. A Idaho license and 1+ year experience in insurance or financial services are preferred.