Western Financial Group
Insurance Advisor Role at Western
Job Description
Join the committed team at Western Financial Group as an Insurance Advisor in Mill Bay, BC, where community and customer care take center stage. Engage in selling policies and managing client relationships daily.
In this full-time permanent role, you will provide quotes and assist customers with their home and auto insurance purchases. Success in this position will depend on achieving sales targets and following up on client accounts. Strong computer navigation skills and effective communication are crucial.
Key Responsibilities:
• Provide quotes and sell insurance to customers
• Assist in the purchase of home and auto policies
• Manage client relationships and meet sales targets
• Follow up on outstanding client accounts actively
• Conduct proactive sales and renewal calls
Requirements:
• Level 1 Insurance License is an asset
• Previous sales experience required
• Proficiency in navigating computer programs
• Excellent communication skills needed
In this full-time permanent role, you will provide quotes and assist customers with their home and auto insurance purchases. Success in this position will depend on achieving sales targets and following up on client accounts. Strong computer navigation skills and effective communication are crucial.
Key Responsibilities:
• Provide quotes and sell insurance to customers
• Assist in the purchase of home and auto policies
• Manage client relationships and meet sales targets
• Follow up on outstanding client accounts actively
• Conduct proactive sales and renewal calls
Requirements:
• Level 1 Insurance License is an asset
• Previous sales experience required
• Proficiency in navigating computer programs
• Excellent communication skills needed