Insurance Advisor
Kelowna, BC, Canada
Job Description
We are one of Canada\xe2\x80\x99s Top Employers, Join Us
Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service?
Insurance Advisor
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers, helping to protect what matters most to them.
Here is what a typical day looks like
- Provide quotes and sell new policies to customers
- Manage walk-in queries, sales and up-selling of products to new and existing clients
- Follow up on all client accounts to resolve outstanding activities
- Remain up to date on product knowledge and build relationships with insurance providers
- Continue self-development through industry and training and other courses
- Generate leads through community involvement and events
- Knowledge of each Insurance Company\xe2\x80\x99s products, endorsements, packages and payment plans
- Conduct sales calls for new business and making timely renewal calls for existing customer business
- Experience achieving sales targets individual and as a team
- Well versed in navigating multiple computer programs at once
- RIBO / General Level 1 Insurance License an asset
- Preferred understanding of policy wordings/coverages
- Strong sales and communication skills
- Working experience in EPIC an asset
Location: Kelowna, BC
Requisition #: 79668
Western Financial Group \xe2\x80\x93 Top 100 Canadian Employer
Our people make us who we are and we\xe2\x80\x99re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?
As one of Canada\'s top insurance broker, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we\'ve secured our neighbours\' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.
Health & Wellness
At Western we take pride in providing programs that add value to our people\xe2\x80\x99s lives \xe2\x80\x93 after all, they are our greatest asset! Eligible employees receive a competitive compensation package consisting of 3 weeks\xe2\x80\x99 vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
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Job Detail
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Job IdJD2199149
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKelowna, BC, Canada
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EducationNot mentioned