Insurance Broker

6 days ago


Mill Bay, Canada western financial Full time
Role Overview

As an Insurance Broker at Western Financial, you will play a key role in meeting sales targets through quotes and referrals. Your primary responsibility will be to build lasting relationships with customers, helping them protect what matters most to them.

Key Responsibilities

• Provide quotes and sell new policies to customers via phone, in-person, and email
• Assist customers with the purchase of their home and auto policy
• Manage and build customer relationships and meet insurance sales targets
• Follow up on all client accounts to resolve outstanding activities
• Conduct sales calls for new business and make timely renewal calls for existing customer business

Requirements

• No prior experience is required, and we will provide applicable training for the right candidate
• RIBO/General Level 1 Insurance License is an asset
• Proficient in navigating multiple computer programs
• Ability to communicate professionally in-person, over the phone, and through email
• Prior experience achieving sales targets in a similar or comparable role
• Working experience in EPIC is an asset

What We Offer

• 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
• Eligible employees receive a comprehensive benefits package
• Opportunity to work in a dynamic and inclusive work environment

How to Apply

If you're excited about the role but your experience doesn't check every box, we still encourage you to apply. We're 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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