Position Overview
Embark on a rewarding journey as an Insurance Advisor at BCAA in Kelowna. Build lasting customer relationships by guiding them through personalized insurance solutions.
BCAA is seeking an Insurance Advisor with a flair for customer service and sales. This role requires at least two years in a sales environment, along with six months in general insurance. You will partner with clients to evaluate and recommend appropriate insurance products tailored to their needs, while aiming for sales and productivity goals.
Key Responsibilities: • Recommend BCAA insurance products to new and existing customers • Secure and renew insurance policies through customer interactions • Collaborate with support teams for accurate coverage assessments • Meet sales targets while ensuring customer satisfaction • Manage documentation for policy processing and renewals
Requirements: • Minimum two years in sales and service, six months insurance experience • Level 1 Insurance license an...