Senior Insurance Advisor in Penticton

Senior Insurance Advisor in Penticton

17 Apr
|
Westland Insurance Group
|
Penticton

17 Apr

Westland Insurance Group

Penticton

Seeking a dedicated Senior Insurance Advisor to enhance client relationships and drive insurance sales in Penticton. Embrace a flexible workplace and grow your insurance expertise while providing exceptional service.
This role focuses on promoting and educating clients about various insurance products, taking ownership of relationships to boost community presence. You will have the autonomy to manage your success while collaborating within a dedicated team. Ideal candidates will demonstrate a strong sales track record and the ability to build authentic client connections.
Key Responsibilities:
• Deliver superior customer service for client retention
• Identify clients' needs and provide tailored recommendations
• Utilize basic underwriting principles to assist clients




• Act as a client advocate addressing business challenges
• Maintain confidentiality and discretion in all interactions
Requirements:
• Insurance broker level 1 license or pursuing CAIB/CIP
• 6 months+ industry experience preferred
• Proven ability to achieve sales targets
• Excellent time management and prioritization skills
• Solid relational and communicative abilities
Become an integral part of our community-focused team and utilize your insurance skills to foster lasting client relationships.
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📌 Senior Insurance Advisor in Penticton
🏢 Westland Insurance Group
📍 Penticton

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