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2 months ago
About the Role
We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will be responsible for prospecting and up-selling to clients on all lines of business sold, while maintaining a strong focus on customer satisfaction and retention.
Key Responsibilities
- Prospect and up-sell to clients on all lines of business sold.
- Work and life balance with flexibility to create your own schedule to meet and exceed sales targets.
- Consistently generate quality new business by networking and building Centers of Influence to ensure a consistent stream of referral business.
- Promote retention by building strong relationships and providing quality advice to prospects and customers for long term sustainable growth.
- Navigate multiple insurance partner online portals to complete customer applications.
- Meet and exceed sales and retention targets.
- Collaborate with insurance company Underwriters to ensure evolving guidelines are met.
- Liaise between client and external insurance partners to ensure fair and proper representation for both parties.
- Continuous self-development, through industry and community involvement, and industry related courses.
Requirements
- Level 2 Insurance license required.
- A passion to help people protect what is most valuable to them.
- A self-motivated and entrepreneurial mindset with unlimited earning potential through a mix of fixed and variable compensation.
- You are a results-driven Sales Representative with excellent interpersonal skills to actively seek out and engage customers.
- The ability to communicate professionally in person, over the phone, and through email.
- Strong problem-solving skills and the ability to adapt in the face of adversity.
About Us
At Western Financial Group, 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.
What We Offer
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.
