Insurance Advisor at Western Financial

Elevate your career as an Insurance Advisor with Western Financial Group in Vancouver, BC. Help clients protect what matters most while meeting sales targets through quotes and referrals.

In this role, you will connect with clients via phone, in-person, and email to discuss home and auto policies. Building strong customer relationships is key, as you will manage existing accounts and pursue new sales opportunities. Meeting sales targets is a crucial aspect of your daily contributions to the team.

Key Responsibilities:

• Provide insurance quotes for home and auto policies

• Assist clients with their policy purchases and inquiries

• Build and manage customer relationships effectively

• Conduct follow-ups on client accounts regularly

• Make timely calls for new business and renew existing policies

Requirements:

• General Level 1 Insurance License preferred

• Proficient in multiple computer programs

• Strong communication skills in various formats

• Experience achieving sales targets in a similar role

• Familiarity with EPIC software is an asset

Use your expertise to make a difference in the lives of clients while contributing to Western’s mission.
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