Account Executive – Financial Services

Truthfulness | Fairness | Value | Loyalty

For 100 years Western Financial Group, a Canadian insurance brokerage has listened to and cared for over 1 million customers. A career at Western will challenge you while offering opportunities for continuous development.

Account Executive – Financial Services

Provide our clients the coverage they need by building strong business relationships.

This is a pro-active position where you will be securing new clients to grow the existing book of business, in addition to being referred clients from several Western branches. You will be responsible for external sales of Life, Disability, Benefits, Critical Illness and Investment products; all while managing your current client relationships.


  • 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
  • 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
Location: Winnipeg, MB – St James Branch
Requisition #: 56718

Western provides our employees with a competitive compensation package. Full time: 3 weeks’ vacation plus paid personal days, Company Matched investment and saving programs, extended health and dental benefits, including a Health Care Spending Account, 50% premium paid, and 50% paid BC MSP.

Western Financial Group has its own charitable foundation, check it out here, Western Communities Foundation.