Insurance Broker

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 BROKER – Kelowna, 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 The Value You Bring 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 Role Details Hours/Duration: Full-time, Permanent - 37.5 hours per week, Tuesday - Saturday schedule Location: Kelowna, BC Current Vacancy: Yes Requisition #: 83204 Compensation Range: $51,000 - $60,000 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, 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 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.

Provide insurance quotes and sell new home and auto policies to customers via phone, email, and in-person. Manage client relationships and conduct sales and renewal calls to meet business targets.

Candidates should have a General Level 1 Insurance License and experience achieving sales targets in a similar role. Proficiency in navigating multiple computer programs and experience with EPIC software are assets.

• 14 Paid Wellness Days • 3 Weeks Vacation • Company-matching Savings Programs • 100% Employer-paid Group Benefits

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

• Insurance Sales
• Customer Relationship Management
• Policy Quoting
• Professional Communication
• EPIC Software
• Sales Target Achievement

• Sales
• Finance & Accounting
• Customer Service & Support

Formation minimale

Diplôme professionnel

Expérience minimale

0+ ans

Postuler avant le

28 sept. 2026

Langue de l’offre

anglais

Heures de travail

38 heures par semaine

Niveau d’expérience

Entry level