Western Financial Group
Western Financial Insurance Advisor
Job Description
Join a recognized team at Western Financial Group as an Insurance Advisor, located in Beaverlodge, AB. Interact with customers to provide comprehensive insurance solutions for home and auto needs.
As an Insurance Advisor, you will sell new policies via phone, email, and in-person interactions. Fostering customer relationships and meeting sales targets are pivotal to your role. You will also conduct follow-ups on client accounts and manage timely outreach for renewals, ensuring high service levels across the board.
Key Responsibilities: • Provide insurance quotes and sell policies to clients • Assist customers with home and auto policy purchases • Build and manage customer relationships • Conduct follow-ups on outstanding accounts • Execute sales and renewal calls for clients
Requirements: • General Level 1 Insurance License preferred • Proficient with multiple technology platforms • Strong professional communication skills • Experience in achieving sales targ...
As an Insurance Advisor, you will sell new policies via phone, email, and in-person interactions. Fostering customer relationships and meeting sales targets are pivotal to your role. You will also conduct follow-ups on client accounts and manage timely outreach for renewals, ensuring high service levels across the board.
Key Responsibilities: • Provide insurance quotes and sell policies to clients • Assist customers with home and auto policy purchases • Build and manage customer relationships • Conduct follow-ups on outstanding accounts • Execute sales and renewal calls for clients
Requirements: • General Level 1 Insurance License preferred • Proficient with multiple technology platforms • Strong professional communication skills • Experience in achieving sales targ...