Fleet Insurance Advisor

Job summary

You will be responsible for selling new insurance policies and managing a book of fleet and auto business. This involves building customer relationships, conducting sales calls, and resolving outstanding client account activities.

Job details

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. Fleet Insurance Advisor As an Fleet Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers, helping to protect what matters most to them. Here Is 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 the Fleet Team with their book of auto business 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 2 Insurance License Fleet/Auto experience preferred 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: 37.5 hours per week Location: Remote in British Colombia Current Vacancy: Yes Requisition #: 83270 Compensation Range: $50,000 - $65,000 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 talent.acquisition@westernfg.ca 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 (nonAI), 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.

What you’ll do

You will be responsible for selling new insurance policies and managing a book of fleet and auto business. This involves building customer relationships, conducting sales calls, and resolving outstanding client account activities.

Requirements

Candidates must hold a General Level 2 Insurance License and possess strong communication skills. Prior experience in fleet or auto insurance and proficiency with the EPIC software platform are considered significant assets.

Benefits

• 14 Paid wellness days
• 3 weeks vacation
• Company matching savings programs
• 100% employer paid group benefits

Listed skills

• Time management · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance sales
• Fleet insurance
• Auto insurance
• Customer relationship management
• Sales calls
• Policy renewal
• EPIC software
• Communication
• Time management

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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