Life Insurance Advisor

Calgary, AB, CA, Canada

Job Description

Truthfulness | Fairness | Value | Loyalty





At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canada's Best Employers.



Discover a workplace where your well-being is a priority, and your contributions make a real difference. With competitive benefits, a strong community focus, and a commitment to work-life balance, Western is not just a place to work, it's a place to thrive!



Join our team and experience the Western difference - where caring for our customers, communities and team members is our passion!



Life Insurance Advisor

As a Life Insurance Advisor, you are responsible for supporting our Life Insurance Producers in delivering exceptional post-sale service to ensure long term retention.


Here is what a typical day looks like




Supporting Sales Producers with processing client documentation, completing carrier requirements and communication, and actioning post-sale updates and revisions Ensuring accurate records in EPIC and completing all EPIC related processes Adhering to service level agreements in terms of timely and accurate service delivery, ensuring any and all-time sensitive matters are addressed promptly Engaging in projects and initiatives to enhance service delivery and operational excellence


The value you bring




LLQP License Required Proficient in navigating multiple computer programs Professional written and verbal communication Working experience in EPIC an asset




Hours: 37.5 hours/week

Location: Remote in Canada
Salary Range: $51,000 - $65,000

Requisition #: 82277



At Western, we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.



If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at talent.acquisition@westernfg.ca or reviewing Careers Page on our website.



We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.


For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation

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Job Detail

  • Job Id
    JD3011081
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Calgary, AB, CA, Canada
  • Education
    Not mentioned