Insurance Sales Advisor in Kootenays
Western Financial Group • cranbrook, Canada
Role Description
Become an Insurance Sales Advisor at Western Financial Group in Cranbrook, BC, and make a difference in your community. Help customers safeguard their assets while achieving sales targets in a supportive environment.
In this role, you will manage customer relationships, provide quotes, and assist with home and auto policies. With hybrid work flexibility, you can enjoy a balanced lifestyle while contributing to a thriving team. Prioritize clients' needs and help them navigate their insurance options effectively.
Key Responsibilities:
• Deliver quotes and sell policies to customers efficiently
• Aid customers in acquiring home and auto insurance
• Build and maintain customer relationships to achieve targets
• Address outstanding client account activities promptly
• Conduct sales calls and renewals for existing clients
Requirements:
• General Level 2 Insurance License required
• Previous experience in sales target achievement
• Capable of navigating multip...
In this role, you will manage customer relationships, provide quotes, and assist with home and auto policies. With hybrid work flexibility, you can enjoy a balanced lifestyle while contributing to a thriving team. Prioritize clients' needs and help them navigate their insurance options effectively.
Key Responsibilities:
• Deliver quotes and sell policies to customers efficiently
• Aid customers in acquiring home and auto insurance
• Build and maintain customer relationships to achieve targets
• Address outstanding client account activities promptly
• Conduct sales calls and renewals for existing clients
Requirements:
• General Level 2 Insurance License required
• Previous experience in sales target achievement
• Capable of navigating multip...