At a Glance
- Tasks: Help customers protect what matters most by providing quotes and selling insurance policies.
- Company: Join a proud Canadian company focused on people, purpose, and community.
- Benefits: Enjoy 14 paid wellness days, 3 weeks’ vacation, and 100% employer-paid benefits.
- Why this job: Make a meaningful impact in your community while growing your career.
- Qualifications: No experience needed; training provided for the right candidate.
- Other info: Inclusive workplace with a commitment to wellness and community support.
The predicted salary is between 36000 - 60000 £ per year.
Proudly Canadian. Driven by Purpose. Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada.
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers, helping to protect what matters most to them.
Responsibilities- You will provide quotes and sell new policies to customers via phone, in-person and by email.
- Every day you will assist customers with the purchase of their home and auto policy.
- You will manage and build customer relationships and meet insurance sales targets.
- Follow up on all client accounts to resolve outstanding activities.
- Conduct sales calls for new business and make timely renewal calls for existing customer business.
- You do not need experience; if unlicensed, we would provide applicable training for the right candidate.
- General Level 1 Insurance License an asset.
- Proficient in navigating multiple computer programs.
- You must be able to communicate professionally in-person, over the phone, and through email.
- Prior experience achieving sales targets in a similar or comparable role.
- Working experience in EPIC an asset.
- Hours/Duration: Full Time, Permanent - 35 hours/week.
- Location: Charlottetown, PEI.
- Current Vacancy: Yes.
- Requisition #: 82471.
- Compensation Range: $46,000 - $60,000.
Western’s people-first culture, grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact.
Highlights- 14 Paid Wellness Days, 3 weeks’ vacation, company matching savings programs, and 100% employer paid group benefits for eligible employees.
- Over 1,500 volunteer hours supporting 160+ charities in 2024–2025 through the Western Financial Group Communities Foundation.
At Western, we strive to create an accessible, equitable, and inclusive workplace where everyone feels valued and can thrive. As an equal opportunity employer, we encourage applicants of all backgrounds to apply, even if your experience doesn’t perfectly match every qualification. If you need assistance or an accommodation during the hiring process, please contact or visit our Careers page.
Our Human First Hiring ApproachWe do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western’s Talent Acquisition Consultants. As part of our hiring process, we use standardized, scientifically validated skills assessments (non-AI), and all results are reviewed by our hiring team.
Ready to Apply? If making a meaningful impact in your community and growing your career in a supportive, purpose-driven environment excites you, we’d love to hear from you.
Insurance Advisor (82471) in Cupar employer: Western Financial Group
Contact Detail:
Western Financial Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Advisor (82471) in Cupar
✨Tip Number 1
Network like a pro! Reach out to friends, family, and even acquaintances who might know someone at Western Financial Group. A personal connection can make all the difference in landing that interview.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Since Western is all about people and community, think of examples from your past where you've made a positive impact or built strong relationships.
✨Tip Number 3
Practice your sales pitch! As an Insurance Advisor, you'll need to sell yourself just as much as you sell policies. Role-play with a friend to get comfortable talking about your skills and how they align with the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the team at Western.
We think you need these skills to ace Insurance Advisor (82471) in Cupar
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Insurance Advisor role. Highlight any relevant experience or skills that match the job description, like sales targets or customer relationship management. We want to see how you can bring value to our team!
Show Your Passion: Let your enthusiasm shine through in your application! Share why you're excited about the opportunity to work with us at Western Financial Group and how you align with our people-first culture. We love seeing candidates who are genuinely interested in making a difference.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. We appreciate well-structured applications that make it easy for us to see your qualifications and potential fit for the role.
Apply Through Our Website: Don’t forget to submit your application through our official website! This ensures that your application goes directly to our Talent Acquisition team, and we can review it promptly. Plus, it’s the best way to stay updated on your application status!
How to prepare for a job interview at Western Financial Group
✨Know Your Stuff
Before the interview, make sure you understand the basics of insurance and the specific products offered by Western Financial Group. Familiarise yourself with common terms and concepts, as well as the company's values and mission. This will show your genuine interest and help you connect better during the conversation.
✨Practice Your Pitch
As an Insurance Advisor, you'll need to sell policies and build relationships. Prepare a brief pitch about how you would approach a potential customer. Practising this will not only boost your confidence but also demonstrate your sales skills and ability to communicate effectively.
✨Showcase Your People Skills
Since the role involves building lasting relationships with customers, be ready to share examples of how you've successfully interacted with clients in the past. Highlight your communication skills and any experience you have in resolving issues or providing excellent customer service.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, training opportunities, or how success is measured in the role. This shows that you're engaged and genuinely interested in being part of their community-focused environment.