Account Manager

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 an Account Manager, 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.

The Value You Bring

We are looking for a self-motivated and entrepreneurial Sales Representative with a passion to help people protect what is most valuable to them. As a key member of our team, you will bring a results-driven approach, excellent interpersonal skills, and the ability to communicate professionally in person, over the phone, and through email.

What We Offer

We take pride in providing programs that add value to our people's lives. 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.

About 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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