Insurance Advisor Trainee
First West Credit Union
British Columbia, CA
5d ago

My Submissions

If you believe in the same things we do, let’s talk.

My Submissions

First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond.

We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.

Similar Listings

We are seeking an Insurance Advisor (trainee) to join our team.

The Insurance Advisor (trainee) provides timely and accurate transactional services to clients, administrative support to the insurance team and responds professionally to basic inquiries over the phone, in person and through email, directing clients to the appropriate staff member as needed.

This trainee position will actively work to upgrade skills, knowledge and qualifications to acquire the level 1 general insurance license within an established timeframe.

Here’s what would be included as a part of your typical day :

Processing Transactions : Support : Business Development : General Office Duties :

Required Skills, Experience & Qualifications :

Level one General Insurance License completed within first 90 days (CAIB one preferred)

One or more years of previous customer service and sales experience

Proficient computer skills with experience using Microsoft Office (Word, Excel, and Outlook)

Excellent interpersonal, customer service and relationship building skills

Self-motivated with a willingness and ability to learn

Ability to prioritize and plan work effectively to meet member and insurance team needs

Why work for us?

Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes :

A competitive base salary plus performance-based incentive compensation and annual merit pay increases

Flexible benefits as well as retirement benefits

Vacation time, a flexible Day4U , and the ability to purchase up to 5 additional flex days

Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-

interest loans to buy computers or fitness equipment for home use

But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks.

We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.

What’s your place in the First West story? Apply now and let’s find out together!

Company : Envision Financial

Diversity & Inclusion

First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate.

If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.

Add to favourites
Remove from favorites
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