Insurance Broker

Website Western Financial Group

Job Description

Position: Insurance Broker

Here is what a typical day looks like

  • You will provide price estimates and sell fresh insurance contracts to clients via telephone, electronic mail, and in-person consultations.

  • Daily, you will support consumers with the acquisition of their automobile and residential insurance plans.

  • You will cultivate and supervise consumer rapports while hitting established insurance revenue goals.

  • Direct consistent follow-ups on all client files to finalize pending tasks and activities.

  • Execute outreach calls for fresh commercial growth and perform punctual renewal outreach for current consumer accounts.

The value you bring

  • Background is not mandatory; for the suitable candidate without a permit, we will supply the necessary professional schooling.

  • Possession of a General Level 1 Insurance License or RIBO certification is considered an advantage.

  • Skilled in using and switching between various digital platforms and software.

  • You must possess the capacity to interact with professionalism in-person, via electronic mail, and over the telephone.

  • Background in hitting revenue targets in an identical or comparable capacity.

  • Functional experience utilizing the EPIC management system is a plus.

Hours:

Full Time, Permanent – 37.5 hours per week.

Location:

Parry Sound, ON.

Salary Range:

$51,000 – $70,000.

Requisition #:

At Western, we emphasize our staff’s health and are dedicated to promoting a diverse setting that respects the variety within our local areas. We aim to build an accessible, fair, and encouraging workplace, ensuring all staff members feel appreciated and can succeed in their capacities. As an organization that values equal opportunity, we welcome applicants of every history and prompt individuals to apply even if their background does not perfectly align with every requirement.

If you require aid or have inquiries regarding a reasonable accommodation request, please contact us throughout the recruitment cycle via our Talent Acquisition staff or the Careers portal on our site.

We appreciate our staff and provide initiatives that better their lives. Qualified team members receive three weeks of vacation time, 14 health and wellness days, firm-matched savings and investment plans, and group benefits fully funded by the employer.

For more than two decades, local community assistance has been a cornerstone of our corporate identity through the Western Financial Group Communities Foundation.

Job Data Table

Feature Details
Company Name Western Financial Group
Location Unit 217a-70 Joseph Street, Parry Sound, ON
Locality Parry Sound
Country Canada
City Parry Sound
Region Ontario
Job Type Full-time, Permanent
Salaries CA$51,000 – CA$70,000 per year
Experience Level Entry Level (Training provided)
Travel Not Specified
Language English
Benefits 3 weeks vacation, 14 wellness days, 100% employer-paid benefits, RRSP matching

Skills & Competency Table

Skill Competency Level
RIBO / Level 1 License Asset / Professional
EPIC Software Asset / Technical
Sales Achievement Intermediate
Multi-program Navigation Proficient
Professional Communication Advanced
Relationship Management Intermediate

Salaries Pay Calculator Table

Annual Salary Bonus Total Compensation Notes
$51,000 – $70,000 N/A $51k – $70k + Benefits 100% employer-paid benefits and company-matched RRSP.

Job Summary

This Insurance Broker role at Western Financial Group’s Parry Sound branch is a customer-facing position focused on selling home and auto policies. It is an ideal entry-point into the industry as the company provides licensing training for unlicensed hires. The role offers 100% employer-paid benefits and significant wellness time.

FAQs

1. Do I need an insurance license to apply?

No, while a RIBO or Level 1 license is an asset, Western Financial Group provides training for the right unlicensed candidates.

2. What are the “Wellness Days” mentioned?

Employees are entitled to 14 wellness days per year for personal/family illness or self-care, in addition to standard vacation time.

3. Is this a commission-only role?

No, the position offers a stable salary range between $51,000 and $70,000.

4. What software will I be using?

You will navigate multiple computer programs, with EPIC mentioned specifically as a key asset for the role.

5. How much vacation time is provided?

Eligible employees start with three weeks of paid vacation time.

Expert Analysis

Western Financial Group’s offer to train unlicensed individuals makes this one of the most accessible entry-level finance roles in Ontario. The $51k starting salary is competitive for Parry Sound, particularly given the 100% employer-paid benefits and generous 14 wellness days, which significantly outpace standard provincial requirements.

Location & Logistics Guide

Parry Sound is a scenic town on the eastern shore of Georgian Bay. Located roughly 2 hours north of Toronto and 1.5 hours south of Sudbury, it is a hub for “cottage country.” The office is centrally located at 70 Joseph Street, near the world’s deepest natural freshwater port.

https://en.wikipedia.org/wiki/Parry_Sound,_Ontario

Career Path

New brokers typically start in personal lines (Home & Auto). With Western’s focus on professional development and educational reimbursement, brokers often move into Commercial Lines, specialized Life & Health insurance, or Branch Management. The firm’s national presence allows for internal mobility across 160+ locations across Canada.

To apply for Company Website www.learn4good.com.