Sales Representative
2 months ago
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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