Sales Associate
Western Financial Group
British Columbia
12d ago

Accountabilities

  • Assist customers with their daily insurance needs via phone, in person and by email
  • Provide quotes and sell new policies to customers
  • Manage walk-in queries, sales and up-selling of products to new and existing clients
  • Follow up on all client accounts to resolve outstanding activities
  • Remain up to date on product knowledge and build relationships with insurance providers
  • Continue self-development through industry and training and other courses
  • Generate leads through community involvement and events
  • Knowledge of each Insurance Company’s products, endorsements, packages and payment plans
  • Conduct sales calls for new business and making timely renewal calls for existing customer business
  • 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.

    Specifics

  • Experience achieving sales targets individual and as a team
  • Well versed in navigating multiple computer programs as once
  • General Insurance Level 1 License required
  • Preferred understanding of policy wordings / coverage’s
  • Strong sales and communication skills
  • Working experience in EPIC an asset
  • Hours : Full Time 37.5 hours / week

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