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Waypoint

Advisor, Personal Insurance (New Business)

BC, Canada
British Columbia, Canada, Canada

Pay: $45,000 to $70,000 CAD / year
Job type: Full-time
Apply by: Oct 29, 2026
Experience: Minimum of 2 years of experience in Personal Insurance.
Posting language: English
Posted: Sep 29, 2026

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Original job description

POSITION OVERVIEW

The Advisor, Personal Insurance plays a crucial role in responding to inbound quote requests for Personal Insurance across various sales channels. The primary objective will be to meet or exceed monthly and annual sales targets by delivering exceptional customer experiences through consultative selling. The Advisor, Personal Insurance will assess potential clients' insurance needs, offer coverage recommendations, and conduct risk assessments. This role focuses on driving continuous revenue growth while ensuring the focus remains on New Business acquisition.

This is an on-site role at one of our Lower Mainland locations. Hybrid work may be available as assessed by the business and based on branch needs and capacity, but is not a guarantee.

RESPONSIBILITIES:

Sales Strategy

Achieve sales targets through strategic planning and execution.
Cultivate external referrals to expand client base and build client pipelines.
Engage actively in local networking groups to enhance brand visibility and build community relationships.
Implement effective external communication strategies, adhering to social media guidelines, to strengthen online presence and brand recognition.
Facilitate referral and cross-selling initiatives across departments including Commercial Insurance and Private Client Solutions.
Develop and maintain a comprehensive understanding of insurance manuals, best practices, standards, policies, and systems.
Continuously enhance sales proficiency through ongoing self-learning and professional development.
Collaborate closely with Navacord's Personal Support Team, Insurers, Commercial Insurance team, and other stakeholders to optimize customer service and operational efficiency.

Customer Engagement

Engage in consultative walk-in, virtual, or phone-based sales processes to acquire new Personal Insurance clients.
Conduct reviews of product terms and conditions, ensuring accuracy and preventing errors and omissions.
Demonstrate strong technical insurance knowledge, effectively marketing and assisting customers.
Generate and follow up on future new business leads to drive sales growth.
Handle payment processing and diligently follow up on outstanding payments.
Identifies customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection.
Utilize expert skills in human communication, Insure to Value (ITV), rating services, underwriting, and portal navigation.
Utilize internal resources effectively to meet client needs.
Drive sales within your role and the organization through upselling, cross selling, referrals etc.

Sales Performance

Achieve and surpass sales targets, driving business growth while strictly adhering to Navacord’s standards and underwriting guidelines.
Ensure New Business is written with the utmost attention to detail and accuracy.
Maintain up-to-date and precise client information and insurance policy details in applicable systems.
Identify customer needs, address coverage gaps, and seize cross-selling opportunities.
Manage payment processing diligently, ensuring timely follow-up on outstanding payments.
Uphold compliance with processing standards, maintaining confidentiality, accuracy, and timeliness in all transactions.

Additional duties and responsibilities may be added during the course of employment.

REQUIREMENTS:

Minimum of 2 years of experience in Personal Insurance.
Holds a minimum Level 1 Insurance License, working towards Level 2.
Sales experience is required.
Demonstrates a high degree of professionalism and integrity.
Possesses critical thinking skills, a strong sense of urgency, and the ability to prioritize and multitask effectively.
Committed to delivering excellent customer service and sales, building strong client relationships.
Displays accountability and reliability in producing quality work within deadlines.
Adaptable, flexible, and resilient in the face of new and unique situations.
Capable of working both independently and collaboratively in a team environment.
Proficiency in using insurance management software such as EPIC and Microsoft Office Suite.

Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We honour and respect the unique backgrounds, experiences, and perspectives of all individuals. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.

If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.

The salary range for this role is $45,000 to $70,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.

Qualified candidates are invited to email their resume and cover letter to: bc.careers@navacord.com

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More about this job

Responsibilities

Acquire new Personal Insurance clients through consultative sales, assess their needs and risks, recommend appropriate coverage, and meet or exceed sales targets. Maintain accurate policy and client records, process payments, develop referral and cross-selling opportunities, and follow company standards and underwriting guidelines.

Requirements

Requires at least two years of Personal Insurance experience, a minimum Level 1 Insurance License with progress toward Level 2, and sales experience. Candidates should demonstrate professionalism, strong customer service, critical thinking, organization, adaptability, teamwork, and proficiency with EPIC and Microsoft Office.

Skills

Personal Insurance
Consultative Selling
Sales Target Achievement
Customer Service
Client Relationship Building
Risk Assessment
Coverage Recommendations
Insurance Underwriting
Insure To Value
Lead Generation
Cross-Selling
Referral Development
Payment Processing
EPIC
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Personal Insurance
New Business Acquisition
Level 1 Insurance License
Level 2 Insurance License
Consultative Selling
Sales Targets
Customer Service
Risk Assessment
Coverage Recommendations
Insurance Underwriting
Insure To Value (ITV)
Insurance Rating Services
Insurance Management Software
EPIC
Microsoft Office Suite
Lead Generation
Referral Development
Cross-Selling
Upselling
Payment Processing
Policy Administration
Insurance Manuals
Underwriting Guidelines
Confidentiality

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