Insurance Advisor

Job summary

Provide quotes and sell home and auto insurance policies through phone, in-person, and email channels while meeting sales targets. Build and maintain customer relationships, follow up on client accounts, generate new business, and make timely renewal calls.

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. Insurance Advisor As an 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 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 You do not need experience, if unlicensed, we would provide applicable training for the right candidate General Level 1 Insurance License 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: 37.5 hours per week Location: Sidney, BC Current Vacancy: Yes Requisition #: 83275 Compensation Range: $51,000 - $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

Provide quotes and sell home and auto insurance policies through phone, in-person, and email channels while meeting sales targets. Build and maintain customer relationships, follow up on client accounts, generate new business, and make timely renewal calls.

Requirements

No prior insurance experience is required, and training may be provided to an unlicensed candidate; a General Level 1 Insurance License is an asset. Candidates should be proficient with multiple computer programs, communicate professionally across channels, and have experience meeting sales targets; EPIC experience is an asset.

Benefits

• Paid Wellness Days
• Three Weeks' Vacation
• Company Matching Savings Programs
• Employer-Paid Group Benefits

Listed skills

• Organization · Preferred
• Training · Preferred
• Attention to detail · Preferred
• Client · Preferred
• Sales · Preferred
• Process · Preferred
• professionally · Preferred
• Group Benefits · Preferred
• Customer · Preferred
• email · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance Sales
• Customer Relationship Management
• Sales Target Achievement
• Policy Quoting
• Home Insurance
• Auto Insurance
• New Business Development
• Client Account Follow-Up
• Policy Renewals
• Professional Communication
• Computer Proficiency
• EPIC

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting

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