Western Financial Group
Insurance Advisor
Job Description
Insurance Advisor – Edson, AB
Typical Day
- Provide quotes and sell new policies to customers via phone, in‑person, and by email
- Assist customers with the purchase of their home and auto policy
- 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 make timely renewal calls for existing customers
Qualifications
- General Level 1 Insurance License is an asset
- Proficient in navigating multiple computer programs
- 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 is an asset
Role Details
- Hours/Du...