Insurance Advisor Diamond Valley

Insurance Advisor Diamond Valley

Full-Time On-site
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Serve Diamond Valley customers through insurance quotes, home and auto policies, and relationship-focused sales at Western Financial Group. This full-time role offers 35 hours weekly.

As an Insurance Advisor, you will meet sales targets through quotes and new-business referrals. You will help customers purchase home and auto policies while building lasting relationships. Western Financial Group provides applicable training for the right unlicensed candidate.

Key Responsibilities:

  • Provide quotes and sell new policies through multiple channels
  • Assist customers purchasing home and auto insurance policies
  • Build customer relationships while meeting insurance sales targets
  • Follow up on client accounts and resolve outstanding activities
  • Complete new-business and existing-customer renewal calls

Requirements:

  • Professional communication in person, by phone, and email
  • Ability to navigate multiple computer programs proficiently
  • Prior experience achieving sales targets in comparable roles
  • General Level 1 Insurance License considered an asset
  • Working experience with EPIC considered an asset

Bring customer communication, policy sales, and relationship-building skills to Western Financial Group's Diamond Valley insurance team.

Insurance Advisor Diamond Valley employer: Western Financial Group

Western is an exceptional employer that prioritizes a people-first culture, fostering an environment of Truthfulness, Fairness, Value, and Loyalty. With a strong commitment to employee wellness, flexibility, and community impact, team members enjoy generous benefits including 14 paid wellness days, three weeks of vacation, and comprehensive employer-paid group benefits. The company also emphasizes inclusion and personal growth, ensuring that every employee feels valued and has the opportunity to thrive in their careers.

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Contact Details:

Western Financial Group Recruitment Team