Insurance Advisor

Western Financial Group - Cranbrook, BC (30+ days ago)

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For 100 years Western Financial Group, a Canadian insurance brokerage has listened to and cared for over 1 million customers. A career at Western will challenge you while offering opportunities for continuous development.


Provide our clients the coverage they need by building strong business relationships.

As an Insurance Advisor, you are responsible for the sales of Auto insurance and generating referrals for other insurance needs. Every day you will be build lasting relationships with your customers, helping to protect what matters most to them.


Assist customers with their daily insurance needs via phone, in person and by email
Provide quotes and sell new auto plan policies to customers
Manage walk-in queries, sales and up-selling of products to new and existing clients
Remain up to date on product knowledge and build relationships with insurance providers
Continue self-development through industry and training and other courses
Generate leads through existing clients
Knowledge of each Insurance Company’s products, endorsements, packages and payment plans

Our Team Environment

We work together every day to build authentic relationships, with our customers and with each other. We enjoy a fast-paced, multi-faceted environment, and make an effort to celebrate everyone’s successes on the team. We value hard work and making sure our customers have the accurate coverage they need because we can see the difference this makes in our community.


Solid understanding of policy wordings/coverage’s
Strong sales and presentation skills
Working experience with ICBC an asset
Experience achieving sales targets individual and as a team
Well versed in navigating multiple computer programs at once

Hours: Full time, 37.5 hours/ week

Temporary 12-18 month contract

Location: Cranbrook, BC

Requisition #: 59322

Western provides our employees with a competitive compensation package. Full time: 3 weeks’ vacation plus paid personal days, Company Matched investment and saving programs, extended health and dental benefits, including a Health Care Spending Account, 50% premium paid, and 50% paid BC MSP.

Western Financial Group has its own charitable foundation, check it out here, Western Communities Foundation .