Insurance Sales Representative

2 months ago

Spruce Grove, Alberta, Canada Western Financial Group Full time

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.

The Value You Bring

  • 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.
  • Insurance license and insurance industry knowledge is an asset – if unlicensed, we would train the right candidate.

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.

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.

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