Insurance Advisor

2 days ago

Kelowna, British Columbia, Canada Western Financial Group Full time $51,000 - $60,000 per year

Truthfulness | Fairness | Value | Loyalty


At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canada's Best Employers.

Discover a workplace where your well-being is a priority, and your contributions make a real difference. With competitive benefits, a strong community focus, and a commitment to work-life balance, Western is not just a place to work, it's a place to thrive

Join our team and experience the Western difference – where caring for our customers, communities and team members is our passion

 
Insurance Advisor - Kelowna, BC

As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers, helping to protect what matters most to them.

Here is what a typical day looks like

You will provide quotes and sell new policies to customers via phone, in-person and by emailEveryday you will assist customers with the purchase of their home and auto policyYou will manage and build customer relationships and meet insurance sales targetsFollow up on all client accounts to resolve outstanding activitiesConduct sales calls for new business and making timely renewal calls for existing customer business

The value you bring

You do not need experience, if unlicensed, we would provide applicable training for the right candidateGeneral Level 1 Insurance License an assetProficient in navigating multiple computer programsYou must be able to communicate professionally in-person, over the phone, and through emailPrior experience achieving sales targets in a similar or comparable roleWorking experience in EPIC an asset

Hours: Full Time 37.5 hours/week 

Location: Kelowna, BC

Salary Range: $51,000 - $60,000

Requisition #: 82386

At Western, we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.

If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at or reviewing Careers Page on our website.

We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.

For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation.

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