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Insurance Advisor - Western Financial Group

Province: Winnipeg, Manitoba
Position: Insurance Advisor
Deadline: June 30, 2023
Posted: June 1, 2023

Job Description / Duties

Insurance Advisor


As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers, helping to protect what matters most to them.


Here is what a typical day looks like

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


Qualifications / Required Skills

The value you bring

Experience achieving sales targets individual and as a team
Well versed in navigating multiple computer programs at once
General Level 1 Insurance License an asset
Preferred understanding of policy wordings/coverage’s
Strong sales and communication skills
Working experience in EPIC an asset

Additional Information


Location: Winnipeg, MB (Transcona Region)

M-F hours 9-5 No evenings or weekends.

Requisition #: 79588

Hours: 37.5 hours/week

Contact Information


Location: Winnipeg, MB (Transcona Region)

M-F hours 9-5 No evenings or weekends.



Requisition #: 79588

Hours: 37.5 hours/week



Western Financial Group – Top 100 Canadian Employer



Our people make us who we are and we’re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?



As one of Canada's top insurance brokers, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.



Employer Profile

Western Financial Group – Top 100 Canadian Employer


As one of Canada's top insurance brokers, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.