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Financial Services Advisor

2 months ago

Fort Saint John, Canada Western Financial Group Full time

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 via in-person and phone interactions
  • 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 written correspondence
  • 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, including health, dental, and vision coverage
  • Opportunities for professional growth and development within a dynamic and supportive team environment

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 are committed to supporting our local communities through the Western Financial Group Communities Foundation.