Insurance Advisor at Western Financial Group
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Western Financial Group
📍 victoria, capital regional district, Canada
Job Description
Make an impact in your community as an Insurance Advisor with Western Financial Group in Victoria, BC. Your role focuses on client interaction and meeting sales targets to protect what matters most to customers.
In this part-time role, you will engage with clients, providing quotes and selling home and auto insurance policies. Building and managing customer relationships while achieving sales goals is essential. You will support new business efforts and handle renewals, ensuring ongoing client satisfaction.
Key Responsibilities:
• Provide insurance quotes and policy sales via various channels
• Assist clients with home and auto policy purchases
• Manage and cultivate customer relationships effectively
• Follow up on client accounts to resolve inquiries
• Conduct timely renewal calls and sales outreach for new business
Requirements:
• General Level 1 Insurance License is beneficial
• Experience achieving sales targets in similar roles
• Proficient in usi...
In this part-time role, you will engage with clients, providing quotes and selling home and auto insurance policies. Building and managing customer relationships while achieving sales goals is essential. You will support new business efforts and handle renewals, ensuring ongoing client satisfaction.
Key Responsibilities:
• Provide insurance quotes and policy sales via various channels
• Assist clients with home and auto policy purchases
• Manage and cultivate customer relationships effectively
• Follow up on client accounts to resolve inquiries
• Conduct timely renewal calls and sales outreach for new business
Requirements:
• General Level 1 Insurance License is beneficial
• Experience achieving sales targets in similar roles
• Proficient in usi...