Join Western Financial Group as an Insurance Broker in Kelowna, BC, where you'll focus on selling new policies and providing exceptional service to clients. This full-time position allows you to positively impact customer experiences daily.
In this role, your main responsibilities include assisting customers with their home and auto insurance needs and managing ongoing relationships. You'll utilize your sales skills to meet targets while handling client accounts meticulously. Solid communication skills are key as you'll engage with clients via phone, in-person, and through email.
Key Responsibilities:
• Sell new insurance policies and provide quotes to clients
• Assist customers in purchasing home and auto policies




• Build and maintain customer relationships
• Resolve outstanding activities on client accounts
• Conduct sales and renewal calls in timely manner
Requirements:
• General Level 1 Insurance License preferred
• Proven sales experience in a comparable role
• Proficient in multiple computer applications
• Effective communication skills in all formats
• Familiarity with EPIC software is a plus
Utilize your skills in sales and customer service in this impactful Insurance Broker role with Western in Kelowna.
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📌 Kelowna Insurance Broker Opportunity
🏢 Western Financial Group
📍 Kelowna