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Financial Services Advisor
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 play a key role in providing exceptional customer service and sales support to our clients.
Key Responsibilities
- Provide quotes and sell new policies to customers, building strong relationships and meeting sales targets.
- Assist customers with the purchase of their home and auto policies, ensuring a seamless and personalized experience.
- Manage and build customer relationships, identifying opportunities to upsell and cross-sell products and services.
- Follow up on all client accounts to resolve outstanding activities and ensure customer satisfaction.
- Conduct sales calls for new business and make timely renewal calls for existing customer business, driving revenue growth and customer retention.
Requirements
- No prior experience is required, as we provide applicable training for the right candidate.
- A General Level 1 Insurance License is an asset, but not mandatory.
- Proficient in navigating multiple computer programs, including EPIC.
- Excellent communication and interpersonal skills, with the ability to communicate professionally in-person, over the phone, and through written correspondence.
- Prior experience achieving sales targets in a similar or comparable role is an asset.
- Working experience in EPIC is a plus.
What We Offer
- A competitive salary range of $45,000 - $67,000.
- A comprehensive benefits package, including 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.
- A dynamic and supportive work environment, with opportunities for growth and development.
Why Join Us
At Western Financial Group, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we serve. We believe in supporting our local communities and are proud to be part of the Western Financial Group Communities Foundation.
