Insurance Advisor

Western Financial Group
$51,000 - $70,000 a year
Regional District of Central Okanagan, British Columbia
Full time
1 day ago

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 - Lake Country, 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 email
  • Everyday you will assist customers with the purchase of their home and auto policy
  • You will 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 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 candidate
  • General Level 1 Insurance License an asset
  • Proficient in navigating multiple computer programs
  • You must be able 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 an asset

Hours: Full Time, Permanent - 37.5 hours/week
Location: Lake Country, BC
Salary Range: $51,000 - $70,000
Requisition #: 82067

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 talent.acquisition@westernfg.ca 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.
Apply
Other Job Recommendations:

Insurance Advisor

Western Financial Group
Winnipeg, Manitoba
$46,000 - $65,000 a year
  • Providing a detailed action plan to the Manager, Employee...
  • Aligned with defined targets, engage in ongoing client...
5 days ago

Insurance Broker - Sales Producer (Level One RIBO)

Strong Roots Insurance Brokers
City of Stratford, Ontario
$49,869 - $63,145 a year
  • Build your book of business through networking, referrals,...
  • Get to know clients and craft coverage that fits their...
4 weeks ago

Analyst, Administration and Billing, Group Insurance

iA Groupe financier / iA Financial Group
Quebec, Quebec
$58,170 - $73,656 a year
  • Understand and manage the application of different rules...
  • Participate in various team projects and other related...
2 days ago

Associate Advisor, Wealth

Navacord
Edmonton, Alberta
$52,699 - $66,729 a year
We are seeking a motivated and client-focused individual to join our team in an Associate Advisor capacity, with an emphasis on...
4 weeks ago

Insurance Advisor - Service

Southampton Financial Inc
Remote
$55,000 - $65,000 a year
  • Post-secondary education and/or equivalent on the job...
  • Active insurance license in at least one of the provinces we...
4 weeks ago

Addictions Wellness Advisor

Northern Inter-Tribal Health Authority
Prince Albert, Saskatchewan
$81,640 - $103,375 a year
The Northern Inter-Tribal Health Authority is a dynamic and evolving healthcare agency that provides health program support to its...
2 weeks ago

Service Advisor

The Jim Pattison Auto Group
Edmonton, Alberta
$50,529 - $63,981 a year
  • Exclusive access to vendor promotions, offers and purchase...
  • Amazing colleagues, great working environment, and a team...
4 weeks ago

Automotive Service Advisor

The Jim Pattison Auto Group
City of North Vancouver, British Columbia
  • Exclusive access to vendor promotions, offers and purchase...
  • Amazing colleagues, great working environment, and a team...
3 weeks ago

Mid Mountain - Supervisor

Resorts of the Canadian Rockies
Kananaskis Improvement District, Alberta
$39,247 - $49,696 a year
  • Ensure a comfortable and friendly atmosphere for both guests...
  • Respond to inquiries in person and on the phone...
1 day ago

Delivery Driver

Alta Vista Flowers
Ottawa, Ontario
$19 - $21 an hour
Also to include prep and packaging for floral arrangements. General shop help as directed. General maintenance and upkeep for...
14 hours ago