Western Financial Group
Western Insurance Advisor Role
Job Description
Join Western as an Insurance Advisor in Okotoks, AB, and make an impact through customer support and sales. Engage clients by providing quotes and aiding in home and auto policy purchases.
In this full-time role, you will be responsible for managing customer relationships and achieving sales targets. The position allows you to conduct sales calls and follow-ups, enhancing customer satisfaction. Experience isn't mandatory; we offer training to help you succeed. Your ability to navigate various software will be key, along with effective communication skills.
Key Responsibilities:
• Offer and sell insurance quotes to clients
• Assist with the purchase of home and auto policies
• Build and maintain customer relationships
• Conduct follow-up calls on client accounts
• Manage sales and renewal calls promptly
Requirements:
• No prior experience required, training available
• General Insurance Level 1 License is an asset
• Proficiency in various computer progra...
In this full-time role, you will be responsible for managing customer relationships and achieving sales targets. The position allows you to conduct sales calls and follow-ups, enhancing customer satisfaction. Experience isn't mandatory; we offer training to help you succeed. Your ability to navigate various software will be key, along with effective communication skills.
Key Responsibilities:
• Offer and sell insurance quotes to clients
• Assist with the purchase of home and auto policies
• Build and maintain customer relationships
• Conduct follow-up calls on client accounts
• Manage sales and renewal calls promptly
Requirements:
• No prior experience required, training available
• General Insurance Level 1 License is an asset
• Proficiency in various computer progra...