Account Executive

2 months ago

British Columbia, Canada Western Financial Group Full time

**Truthfulness | Fairness | Value | Loyalty**

As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.

**Account Executive - Financial Services**

As an Account Executive - Financial Services you will use your Financial Services expertise to generate leads and actively pursue new Life Insurance, Disability, Critical Illness, Benefits, and Investment Product accounts to build a book of business. This is a remote work from home opportunity.

**Here is what a typical day looks like**
- Support new and existing customers by offering recommendations for products and services required
- External prospecting and acquisition of new Life & Financial Services accounts
- Promote retention of existing customers by building strong relationships and providing quality customer service
- Build relationships with the personal lines & commercial lines teams in your area to encourage referrals
- Communicate with insurance company Underwriters to ensure evolving guidelines are met
- Attend client appointments, trade shows, meetings, and networking events as required
- Continuous self-development, through industry and community involvement, and industry related courses

**The value you bring**
- Full Life Insurance License - LLQP required
- Experience providing excellent customer service
- Experience managing a book of business or relatable work experience
- A desire to learn our systems and processes. If you don’t know something, ask
- Strong problem-solving skills and the ability to adapt in the face of adversity
- Passionate about helping people, self-driven, and determined to succeed

Hours: Full-time / 37.5 hour/week (remote)

Location: Kelowna, BC

Requisition #: 80349

**What if I don’t meet every requirement?**

If you’re excited about the role but your experience doesn’t check every box - we still encourage you to apply. You may be the right person for this role - or we might have another that suits you even better

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.

**Health and Wellness**

We take pride in providing programs that add value to our people’s lives - after all, they are our greatest asset. Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

For over 20 years, supporting our local communities has been a part of everything we do - it’s engrained in our culture though the Western Financial Group Communities Foundation.

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