Insurance Professional

4 weeks ago


Vernon, Canada Equest Full time
Insurance Advisor Role

We're seeking a skilled Insurance Advisor to promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.

Key Responsibilities:
  • Deliver superior customer service that promotes client retention
  • Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations
  • Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles

Requirements:
  • Laser-focused, you have a track record of achieving sales targets
  • Building authentic client relationships comes naturally to you
  • Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
  • Insurance broker level 1 license or working towards CAIB/CIP (financial support provided)
  • BONUS 6 months+ of industry experience

What We Offer:
  • An open, flexible and welcoming workplace
  • Plenty of opportunities to grow and learn
  • Autonomy to own your own success
  • Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
  • Total rewards program that takes care of your financial, physical, and mental health
  • Flexible paid Values Days to celebrate days important to you
  • Amplifying Communities, a program to support causes that matter most to our employees

About Us:
  • We strive to be much more than a great place to work
  • Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people
  • Every day, we prove that building a great business means taking care of communities, clients, and each other with equal commitment

How to Apply:
  • Send your resume our way


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