Insurance Advisor Role in Edson, AB
Western Financial Group • beaverlodge, Canada
Role Description
Join Western Financial Group as an Insurance Advisor in Edson, AB, where people and purpose come first. Engage with customers to provide quotes and sell essential insurance policies effectively.
This role demands excellent interpersonal skills as you will assist customers with their home and auto insurance needs. Building lasting customer relationships and achieving sales targets will be essential for your success. You’ll also manage follow-up calls and outreach for renewals and new business acquisition.
Key Responsibilities:
• Provide quotes and policies to prospective clients
• Assist in purchasing home and auto insurance
• Build and maintain client relationships
• Follow up on client accounts for unresolved issues
• Conduct timely sales and renewal calls
Requirements:
• Level 1 Insurance License is beneficial
• Ability to navigate multiple software systems
• Effective communication skills in-person and online
• Proven track record of meeting sales...
This role demands excellent interpersonal skills as you will assist customers with their home and auto insurance needs. Building lasting customer relationships and achieving sales targets will be essential for your success. You’ll also manage follow-up calls and outreach for renewals and new business acquisition.
Key Responsibilities:
• Provide quotes and policies to prospective clients
• Assist in purchasing home and auto insurance
• Build and maintain client relationships
• Follow up on client accounts for unresolved issues
• Conduct timely sales and renewal calls
Requirements:
• Level 1 Insurance License is beneficial
• Ability to navigate multiple software systems
• Effective communication skills in-person and online
• Proven track record of meeting sales...