ITGStaffWe are seeking a motivated and customer-focused Insurance Advisor to join our team at Western Financial Group in Winnipeg, MB. If you have a passion for helping others and are eager to grow in the insurance industry, we encourage you to apply.
Location: Winnipeg, MB
Salary: $45,000 – $67,000 annually
Job Type: Permanent, Full-time (37.5 hours per week)
Overview
Western Financial Group is one of Canada’s largest insurance providers, with over 220 locations and more than 2,100 team members. Our core values are Truthfulness, Fairness, Value, and Loyalty. We aim to deliver the right insurance solutions so our customers can live confidently.
Responsibilities
As an Insurance Advisor, your role is vital in meeting sales targets through quotes and by referring new business. Here’s what a typical day might look like for you:
- Provide Quotes and Sell Policies: You will provide quotes and sell new insurance policies to customers via phone, in-person, and email. You will assist customers with purchasing their home and auto policies, ensuring they have the coverage they need.
- Build Relationships: Managing and building customer relationships is crucial. You will meet insurance sales targets by maintaining strong connections with clients and following up on all client accounts to resolve outstanding activities.
- Sales Calls: You will conduct sales calls for new business and make timely renewal calls for existing customers. This includes explaining policy details and ensuring customers understand their coverage.
- Customer Service: Providing excellent customer service by explaining repairs and maintenance needs to clients is essential. You will manage client expectations and ensure they feel confident in their insurance choices.
Requirements
We are looking for individuals who bring value to our team. While prior experience is not necessary, we would provide applicable training for the right candidate. Here are the key requirements:
- No Prior Experience Required: We offer training for the right candidate. If unlicensed, we will provide the necessary training to obtain your RIBO / General Level 1 Insurance License.
- Proficiency in Computer Programs: You must be able to navigate multiple computer programs efficiently.
- Communication Skills: You must communicate professionally in-person, over the phone, and through email.
- Sales Experience: Prior experience achieving sales targets in a similar or comparable role is beneficial.
- Working Experience in EPIC: Experience in EPIC is an asset but not mandatory.
Benefits
Western Financial Group offers a comprehensive benefits package to ensure our employees feel valued and supported. Here are some of the benefits you can expect:
- Competitive Compensation: You will receive a competitive salary ranging from $45,000 to $67,000 annually.
- Health and Wellness: Eligible employees receive a robust compensation package consisting of 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
- Inclusive Work Environment: We are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in. We encourage applications from individuals of all backgrounds and experiences.
Why Join Us?
At Western Financial Group, we believe in building a diverse, inclusive, and authentic workplace. If you’re excited about the role but don’t meet every requirement, we still encourage you to apply. You may be the right person for this role, or another that suits you even better.
How to Apply
To apply, please send your application by email to talent.acquisition[at]westernfg.ca. Make sure to include:
- Cover Letter: Explain why you are interested in the role and how your skills and experience align with the job requirements.
- References: Provide references attesting to your experience.
Application Deadline: 2024-07-24
Frequently Asked Questions
- What does an Insurance Advisor do? An Insurance Advisor provides quotes, sells new insurance policies, assists customers with home and auto policy purchases, manages customer relationships, and meets sales targets.
- What qualifications are needed to become an Insurance Advisor? While no prior experience is required, a RIBO / General Level 1 Insurance License and proficiency in navigating computer programs are assets. Professional communication skills and experience in achieving sales targets are also important.
- What skills are essential for Insurance Advisors? Key skills include sales proficiency, customer service, strong communication, and the ability to navigate multiple computer programs.
- What types of insurance do Insurance Advisors work with? Insurance Advisors typically work with home and auto insurance policies.
- What are the primary responsibilities of an Insurance Advisor? Responsibilities include providing quotes, selling policies, assisting customers, managing relationships, and conducting sales and renewal calls.
- What tools and equipment do Insurance Advisors use? They use phone, email, and computer programs to communicate with clients and manage accounts.
- What is the typical work environment for an Insurance Advisor? They work in an office setting, interacting with clients via phone, email, and in-person.
- What are the career advancement opportunities for Insurance Advisors? With experience, advisors can advance to senior advisory roles, management positions, or specialized insurance fields.
- What is the average salary for an Insurance Advisor? Salaries range from $45,000 to $67,000 per year, depending on experience and location.
- How do Insurance Advisors stay current with industry trends? They participate in ongoing training, earn relevant certifications, and stay informed through industry publications.
- How important is customer service for Insurance Advisors? Customer service is crucial for building trust, retaining clients, and meeting sales targets.
- What are the benefits of being an Insurance Advisor? Benefits include a competitive salary, comprehensive benefits package, and opportunities for career growth.
- What challenges do Insurance Advisors face? Challenges include meeting sales targets, managing client expectations, and staying current with industry changes.
- How do Insurance Advisors handle complex customer needs? They use their knowledge and training to provide tailored insurance solutions and work closely with clients to understand their needs.
- What is the future outlook for Insurance Advisors? The outlook is positive, with steady demand for insurance services and opportunities for professional growth.
A Day in the Life of an Insurance Advisor
Imagine starting your day with a hot cup of coffee, ready to make a difference in the lives of your clients. As an Insurance Advisor at Western Financial Group, each day brings new challenges and opportunities.
Morning:
You start your day by checking your emails and voicemails. There are a few inquiries from potential clients who need quotes for home and auto insurance. You respond to these inquiries promptly, providing detailed information and setting up appointments to discuss their needs further.
Next, you review your schedule for the day. You have a mix of phone calls, in-person meetings, and follow-up tasks. You prepare for a morning meeting with a new client who recently moved to Winnipeg and needs comprehensive home and auto insurance coverage. You gather all necessary information and documents to ensure a smooth and informative meeting.
Mid-Morning:
Your client arrives, and you greet them warmly. You discuss their insurance needs, explaining different policy options and coverage levels. You provide a quote and answer any questions they have, ensuring they feel confident in their decision. By the end of the meeting, the client is happy with the policy you recommended and decides to move forward.
Lunch:
During lunch, you take a break to recharge. You might chat with colleagues about the latest industry trends or participate in a brief training session to stay updated on new insurance products and regulations.
Afternoon:
In the afternoon, you make follow-up calls to existing clients. One client has an upcoming policy renewal, so you call to remind them and discuss any changes they might want to make. Another client had some questions about their current coverage, and you take the time to explain their policy in detail and make any necessary adjustments.
You also spend time working on administrative tasks, such as updating client records, processing policy applications, and ensuring all documentation is accurate and complete.
Late Afternoon:
Towards the end of the day, you have a few more appointments with potential clients. One client is looking for auto insurance for their new car, and another needs home insurance for a property they recently purchased. You provide quotes, explain the benefits of different coverage options, and address any concerns they have.
End of Day:
As the day comes to a close, you review your progress and plan for the next day. You send a few follow-up emails, ensuring all client needs are addressed. You leave the office knowing you’ve helped protect what matters most to your clients and contributed to their peace of mind.
Why Western Financial Group?
At Western Financial Group, we believe in the power of community and the importance of protecting what matters most to our clients. Our team members are the heart of our organization, and we are committed to supporting their growth and development.
We offer a supportive work environment where you can thrive, whether you’re just starting your career or looking to take the next step. With opportunities for professional development, a comprehensive benefits package, and a focus on work-life balance, Western Financial Group is the ideal place to build a rewarding career.
Conclusion
If you’re passionate about helping others and eager to grow in the insurance industry, Western Financial Group is the place for you. As an Insurance Advisor, you will have the opportunity to make a real difference in the lives of your clients, providing them with the protection they need to live confidently.
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