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 Sales Representative to join our team at Western Financial Group. As a 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, with a focus on building strong relationships and providing quality advice to ensure long-term sustainable growth.
  • Work and life balance with flexibility to create your own schedule to meet and exceed sales targets, while maintaining a high level of professionalism and integrity.
  • 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, with a focus on delivering exceptional customer service.
  • Navigate multiple insurance partner online portals to complete customer applications, with a focus on accuracy and efficiency.
  • Meet and exceed sales and retention targets, while maintaining a high level of professionalism and integrity.
  • Collaborate with insurance company Underwriters to ensure evolving guidelines are met, with a focus on compliance and regulatory requirements.
  • Liaise between client and external insurance partners to ensure fair and proper representation for both parties, with a focus on building strong relationships and resolving conflicts.
  • Continuous self-development, through industry and community involvement, and industry-related courses, with a focus on staying up-to-date with industry trends and best practices.

About You

We are looking for a self-motivated and entrepreneurial Sales Representative with excellent interpersonal skills, who is passionate about helping people protect what is most valuable to them. You will be a results-driven individual with a strong work ethic, who is able to communicate professionally in person, over the phone, and through email.

What We Offer

We offer 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. We also offer a dynamic and supportive work environment, with opportunities for professional growth and development.

About Western Financial Group

At Western Financial Group, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in. We take pride in providing programs that add value to our people's lives, and we are committed to making a positive impact in our communities.


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