Job Description
Full job description
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 - Vernon, 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, 37.5 hours per week
Location: Vernon, BC
Salary Range: $51,000 - $61,000
Requisition #: 81966
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 [email protected] 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.
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 - Vernon, 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, 37.5 hours per week
Location: Vernon, BC
Salary Range: $51,000 - $61,000
Requisition #: 81966
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 [email protected] 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.
💡 Quick Summary
Seeking a career-building opportunity? The Insurance Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Vernon offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
