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Insurance Professional

2 months ago


Kelowna, British Columbia, Canada Westland Insurance Ltd. Full time
Insurance Advisor Opportunity

We're seeking a skilled Insurance Advisor to promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.

Key Responsibilities:
  • Deliver superior customer service that promotes client retention
  • Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations
  • Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles
  • Develop and maintain strong relationships with clients to drive business growth
Requirements:
  • Laser-focused, with a track record of achieving sales targets
  • Excellent communication and interpersonal skills
  • Master time manager, able to prioritize workload and demonstrate confidentiality and discretion
  • Insurance broker level 1 license or working towards CAIB/CIP (financial support provided)
  • Bonus: 6+ months of industry experience
What We Offer:
  • An open, flexible, and welcoming workplace
  • Plenty of opportunities to grow and learn
  • Autonomy to own your own success
  • Total rewards program that takes care of your financial, physical, and mental health
  • Flexible paid Commemorative Days to celebrate days important to you

At Westland Insurance Ltd., we value diversity and inclusion in our workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. If you require a disability-related accommodation in order to participate in the recruitment process, please contact the recruitment team.