Financial Protection Specialist

3 weeks ago


Cranbrook, Canada western financial Full time

Western Financial is one of Canada's largest insurance providers, with over 220 locations across the country and more than 2,100 team members. As a company, our actions are guided by four core principles: Truthfulness, Fairness, Value, and Loyalty. We strive to deliver the right insurance solution every time, so our customers can live confidently.

Job Summary

We are seeking a skilled Financial Protection Specialist to join our team in Sparwood, BC. In this role, you will be responsible for meeting sales targets through quotes and referrals. You will work closely with customers to understand their needs and provide personalized solutions.

Key Responsibilities:
  • Provide quotes and sell new policies to customers via phone, in-person, or 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 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, as we provide 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
Benefits

We offer a competitive compensation package, including:

  • A salary range of $45,000 - $61,000 per year
  • Three weeks' vacation and 14 wellness days
  • Company matching investment and savings programs
  • 100% employer-paid group benefits, including a health care spending account
About Western Financial

At Western Financial, we prioritize building a diverse, inclusive, and authentic workplace in the communities we serve. If you're excited about the role but don't meet every requirement, we encourage you to apply. We may have another opportunity that suits you better.


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