Insurance Advisor
- Kelowna, BC, Canada
Compensation Range: $47,000 - $51,000 · Contract
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Job details
- Pay
- Compensation Range: $47,000 - $51,000
- Job type
- Contract
- Working hours
- 35 hours per week
- Posting language
- English
- Posted
Original job description
Proudly Canadian. Driven by Purpose. Rooted in Care.
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada.
INSURANCE ADVISOR – Kelwona, BC
What a Typical Day Looks Like
Western’s people‑first culture, grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact.
Highlights Include
Our Human‑First Hiring Approach: We do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western’s Talent Acquisition Consultants. As part of our hiring process, we use standardized, scientifically validated skills assessments (non‑AI), and all results are reviewed by our hiring team.
Ready to Apply?
If making a meaningful impact in your community and growing your career in a supportive, purpose‑driven environment excite you, we’d love to hear from you.
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada.
INSURANCE ADVISOR – Kelwona, BC
What a Typical Day Looks Like
- You will provide quotes and sell new policies to customers via phone, in-person and by email
- Everyday you will assist customers with the purchase of their home and auto policy
- You will manage and build customer relationships and meet insurance sales targets
- Follow up on all client accounts to resolve outstanding activities
- Conduct sales calls for new business and making timely renewal calls for existing customer business
- General Level 1 Insurance License is an asset
- Proficient in navigating multiple computer programs
- You must be able to communicate professionally in-person, over the phone, and through email
- Prior experience achieving sales targets in a similar or comparable role
- Working experience in EPIC an asset
- Hours/Duration: 35 hours per week - Temporary, 6 month contract
- Location: Kelowna, BC
- Current Vacancy: Yes
- Requisition #: 83238
- Compensation Range: $47,000 - $51,000
Western’s people‑first culture, grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact.
Highlights Include
- 14 Paid Wellness Days, 3 weeks’ vacation, company‑matching savings programs, and 100% employer‑paid group benefits for eligible employees
- Over 1,500 volunteer hours supporting 160+ charities in 2024–2025 through the Western Financial Group Communities Foundation.
Our Human‑First Hiring Approach: We do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western’s Talent Acquisition Consultants. As part of our hiring process, we use standardized, scientifically validated skills assessments (non‑AI), and all results are reviewed by our hiring team.
Ready to Apply?
If making a meaningful impact in your community and growing your career in a supportive, purpose‑driven environment excite you, we’d love to hear from you.
More about this job
Responsibilities
The Insurance Advisor will sell new home and auto policies while managing customer relationships through phone, email, and in-person interactions. They are responsible for meeting sales targets and conducting follow-ups on client accounts to resolve outstanding activities.
Requirements
Candidates should possess strong communication skills and proficiency in computer programs, with experience in achieving sales targets. A General Level 1 Insurance License and experience with EPIC software are considered assets for this role.
Skills
- Insurance sales
- Communication
- Sales calls
- Policy renewal
- Computer proficiency
- EPIC software
Benefits
- 14 Paid wellness days
- 3 weeks vacation
- Company-matching savings programs
- 100% employer-paid group benefits
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Customer Service & Support
- Finance & Accounting
Keywords
- Insurance Advisor
- Sales
- Customer Service
- Home Insurance
- Auto Insurance
- EPIC
- General Level 1 Insurance License
- Policy Sales
- Renewal
- Relationship Management
- Insurance Industry
- Client Accounts