Job Id: 6395

WH FINANCIAL SERVICES LTD

whfinancial@hotmail.com

June 27, 2024

Vancouver

British Columbia

Full Time

About the Company:

WH Financial Services Ltd. is a financial services firm, located in Vancouver, British Columbia. The company offers a comprehensive range of insurance and financial products, including home, life, auto, business, and farm insurance, as well as investment services.

 

FULL JOB DESCRIPTION

We are excited to add an Insurance Advisor to our dynamic team in Vancouver. He/She will be a key player in the support and development of the agency operation primarily through sales and service personal lines products (auto and home insurance) and lead generation for additional product lines (commercial, life, and investments).

This is a great opportunity for you to join a national brand name network, develop a foundation for your career growth, taste the cooperative culture, and enjoy a great work-life balance.

 

Company Name: WH FINANCIAL SERVICES LTD

Job Location: 5564 CAMBIE ST, Vancouver, BC, V5Z 3A2

Permanent Position: Insurance Agent/ Advisor

No. of vacancies: 01

Start Date: As soon as possible

Wage rate:  $28 – $30 hourly (to be negotiated) / 30 to 40 hours per Week

Schedule : Monday to Friday

 

BENEFITS

 

• Dental plan

• Disability benefits

• Health care plan

• Vision care benefits

• Life insurance

• Other benefits : Employee Assistance Program, Store Discount, Tuition fee reimbursement. 

• Paid time off (volunteering or personal days)

 

JOB REQUIREMENT 

Education: Secondary School. General Insurance License is required.

Experience: 1 to less than 7 months. On the job training will be provided for the right candidate.

Language: English.  

• Several months of insurance industry experience or related business experience is an asset. On the job training will be provided for the right candidate. 

• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

• Knowledge of auto and property insurance products is an asset and experience with selling techniques is preferred.

• Salary level will be based on working experience.

 

JOB DUTIES

• Evaluate prospective client markets across institutions, businesses, and individuals

• Sales, service, and profitable growth of personal lines insurance products.

• Set up insurance coverage for clients. Advise and recommend coverages and policies that best meet client needs. Determine the payment method.

• Prospect and cross-sell of commercial, life, and investments by identifying and recommending additional products/services that benefit the client.

• Complete front-line risk assessment and selection following underwriting guidelines. Make sure all necessary forms, medical examinations, and other policy requirements are fulfilled.

• Achieve individual goals for outbound calls, client service, sales, multi-client relationships, quality, and productivity.

• Screen incoming phone calls and emails and forward them to coworkers. Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.

• Regular office admin tasks include following up with vendors, ordering supplies, bank deposit, and office maintenance.

 

What to expect:

• Strict confidentiality with respect to client’s financial status and other personal information.

• This role involves direct verbal and written communication with clients and/or service providers in their environment.

• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

 

Working Conditions:

• Regular office environment. May require occasional travel outside the office for banking or inspection.

 

HOW TO APPLY

Apply via this Job site OR

Email: whfinancial@hotmail.com

By Mail: 5564 CAMBIE ST, Vancouver, BC, V5Z 3A2

First preference: Canadian Natives, Canadian citizens, permanent residents. Indigenous people, youth, asylum seekers and new immigrants are encouraged to apply for this position.