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Détails du poste

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 (Remote - AB) As an Insurance Advisor you are responsible for achieving sales targets through organic growth from existing book of business, while delivering exceptional service and supporting long-term client retention. Success in this role comes from building trust, identifying opportunities to better protect our clients, and developing lasting relationships that create value for both our customers and Western. Here Is What a Typical Day Looks Like Build and strengthen relationships within an existing book of business through proactive outreach and exceptional service. Conduct policy reviews to identify coverage gaps and opportunities for cross-selling, upselling, and account growth. Provide quotes and recommend insurance solutions through phone, email, and virtual interactions. Assist customers with their home and auto insurance needs while delivering a seamless client experience. Execute retention strategies through timely renewal reviews and customer follow-up. Maintain accurate customer records and activity tracking within company systems. Collaborate with internal teams to deliver the right solutions and exceptional customer outcomes. The value you bring General Level 2 Insurance License required Proficient in navigating multiple computer programs Strong communication skills with the ability to engage professionally over the phone, and through email Proven success achieving sales and retention targets in a similar or comparable role Strong organizational skills with the ability to manage competing priorities effectively Working experience in EPIC an asset Self-motivated with the ability to thrive in a remote work environment Role Details Hours: Full time permanent – 37.5 hours/ week Location: Remote in Alberta (Canada) Salary Range: $51,000 - $70,000 Current vacancy: Yes Requisition #: 83115 Why Western? 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, paid vacation, company matching savings programs, and 100% employer paid group benefits for eligible employee Our Commitment to Inclusion: At Western, we strive to create an accessible, equitable, and inclusive workplace where everyone feels valued and can thrive. As an equal opportunity employer, we encourage applicants of all backgrounds to apply, even if your experience doesn’t perfectly match every qualification. If you need assistance or an accommodation during the hiring process, please contact [email protected] or visit our Careers page. 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.

Ce que vous ferez

The Insurance Advisor is responsible for achieving sales targets through organic growth and maintaining a high level of client retention. This involves conducting policy reviews, providing insurance quotes, and building long-term relationships with existing clients.

Exigences

A General Level 2 Insurance License is required along with proficiency in navigating multiple computer programs. Candidates should have proven success in achieving sales targets and the ability to work independently in a remote setting.

Avantages

• 14 Paid Wellness Days • Paid Vacation • Company Matching Savings Programs • 100% Employer Paid Group Benefits

Compétences indiquées

• Vente · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Sales
• Client Retention
• Insurance Policy Review
• Cross-selling
• Upselling
• Customer Relationship Management
• Communication Skills
• Organizational Skills
• EPIC Software
• Remote Work Proficiency

Domaines d’emploi

• Sales
• Finance & Accounting
• Customer Service & Support