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Insurance Advisor at Western Financial

Western Financial Group

vancouver, metro vancouver regional district, Canada Full-time July 11, 2026

Found Description

Elevate your career as an Insurance Advisor with Western Financial Group in Vancouver, BC. Help clients protect what matters most while meeting sales targets through quotes and referrals.
In this role, you will connect with clients via phone, in-person, and email to discuss home and auto policies. Building strong customer relationships is key, as you will manage existing accounts and pursue new sales opportunities. Meeting sales targets is a crucial aspect of your daily contributions to the team.
Key Responsibilities:
• Provide insurance quotes for home and auto policies
• Assist clients with their policy purchases and inquiries
• Build and manage customer relationships effectively
• Conduct follow-ups on client accounts regularly
• Make timely calls for new business and renew existing policies
Requirements:
• General Level 1 Insurance License preferred
• Proficient in multiple computer programs
• Strong communication skills in various formats
• Expe...

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