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Career Opportunities > Account Executive - Western Financial Group

Account Executive - Western Financial Group

Province: Winnipeg, Manitoba
Position: Account Executive
Deadline: April 1, 2024
Posted: March 1, 2024

Job Description / Duties

Here is what a typical day looks like



Support new and existing customers by offering recommendations for products and services required
Promote retention of existing customers by building strong relationships and providing quality customer service
Navigate multiple insurance partner online portals to complete customer applications
Quote new business through outbound calls and walk-in clients
Communicate with insurance company Underwriters to ensure evolving guidelines are met
Prospect and up-sell when talking to public on all lines of business sold
Liaise between client and external insurance partners to ensure fair and proper representation for both parties
Continuous self-development, through industry and community involvement, and industry related courses

Qualifications / Required Skills

The value you bring

General Insurance Level 2 License required
Experience providing excellent customer service
The ability to communicate professionally in person, over the phone, and through email
Experience managing a book of business or relatable work experience
A desire to learn our systems and processes. If you don’t know something, ask!
Strong problem-solving skills and the ability to adapt in the face of adversity
Passionate about helping people, self-driven, and determined to succeed

Additional Information

Hours: Full-time / 37.5 hour/week

Location: Winnipeg, MB

Compensation Range: Commission on New Business & Renewals 

Requisition # 80303



What if I don’t meet every requirement?



If you’re excited about the role but your experience doesn’t check every box – we still encourage you to apply. You may be the right person for this role – or we might have another that suits you even better!

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.





Health and Wellness



We take pride in providing programs that add value to our people’s lives – after all, they are our greatest asset.  Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.


For over 20 years, supporting our local communities has been a part of everything we do – it’s engrained in our culture though the Western Financial Group Communities Foundation.

Salary: Commission on New Business & Renewals

Contact Information

Application Link: https://career4.successfactors.com/sfcareer/jobreqcareer?jobId=80383&company=wfg

Employer Profile

As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.