Sales Development Representative

Here is what a typical day looks like

• Utilize internal database to pipeline leads and drive new business
• Contact approximately 100 leads per day for sales qualifying calls before passing qualified leads on to the next stage of the sales process
• Collect client information to ensure their eligibility for various programs and document carefully to ensure a smooth transition to the Sales Representatives
• Contribute to overall strategy by providing status updates to leadership regarding wins / challenges and opportunities for growth
• Navigate multiple insurance partner online portals to complete customer applications
• Meet and exceed sales and retention targets
• Collaborate with insurance company Underwriters to ensure evolving guidelines are met.
• Liaise between client and external insurance partners to ensure fair and proper representation for both parties
• Continuous self-development, through industry and community involvement, and industry related courses

The value you bring

• Sales experience is an asset
• Strong customer service experience, preferably over the phone
• You demonstrate exemplary communication skills by easily breaking the ice with new clients and effectively gathering and sharing information
• Excellent note taking and clear documentation
• Sales experience is an asset
• A passion to help people protect what is most valuable to them
• A self-motivated and entrepreneurial mindset with unlimited earning potential through a mix of fixed and variable compensation
• You are a results-driven Sales Representative with excellent interpersonal skills to actively seek out and engage customers
• The ability to communicate professionally in person, over the phone, and through email
• Strong problem-solving skills and the ability to adapt in the face of adversity

Hours : Full-time / 37.5 hour / week

Location : Vernon, BC or Kelowna, BC

Compensation Range : $45,000 - $61,000

Requisition # : 80892

What if I don’t meet every requirement?

If you’re excited about the role but your experience doesn’t check every box we still encourage you to apply. You may be the right person for this role or we might have another that suits you even better!

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.

Health and Wellness

We take pride in providing programs that add value to our people’s lives after all, they are our greatest asset. Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

For over 20 years, supporting our local communities has been a part of everything we do it’s engrained in our culture though the Western Financial Group Communities Foundation.