Financial Services Account Executive
Western Financial Group
British Columbia
17d ago


  • Convert warm referrals from a group of Western branches
  • Meeting with new and current clients and presenting our products to assure the best value to their current insurance needs
  • Meeting specific sales targets focusing on both transactional and some consultative interactions with associations, and mid-size companies
  • Participating in special projects such as major promotions, new product launches, new marketing initiatives, speaking engagements and networking events
  • Promote Westerns value-added services, resources and expertise
  • Obtaining knowledge of competitor’s services / products and counter with enhanced products, processes or expert advice
  • Remaining current and develops expertise in assigned industry or market area, Western’s scope of resources and capabilities, and competitive economic environment
  • Our Team Environment

    We work together every day to build authentic relationships, with our customers and with each other. We enjoy a fast-paced, multi-

    faceted environment, and make an effort to celebrate everyone’s successes on the team. We value hard work and making sure our customers have the accurate coverage they need because we can see the difference this makes in our community.


  • Full Life License, or the ability to study and gain your license within 3 months; for which Western will sponsor you
  • Demonstrated talent to grow and develop relationships with our existing clients, new clients, industry related associations and our community
  • Experience managing a book of business or relatable work experience
  • Capacity to provide exceptional customer service
  • Knowledge of the marketplace and community to maximize revenue
  • Hours : Full Time 37.5 hours / week

    Add to favourites
    Remove from favourites
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form