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Insurance Advisor
Insurance AdvisorWestern Financial Group • Charlottetown, Prince Edward Island, Canada
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Insurance Advisor

Insurance Advisor

Western Financial Group • Charlottetown, Prince Edward Island, Canada
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

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 2300 team members supporting over one million customers across 200 locations across Canada.


Insurance Advisor - Charlottetown PEI

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.

Here is what a typical day looks like

  • You will provide quotes and sell new policies to customers via phone in-person and by email
  • Everyday 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 making timely renewal calls for existing customer business

The value you bring

  • 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

Role Details

  • Hours/Duration: Full Time Permanent - 35 hours/week
  • Location: Charlottetown PEI
  • Current Vacancy: Yes
  • Requisition #: 82471
  • Compensation Range: $46000 -$60000

Why Western

Westerns 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 include:

  • 14 Paid Wellness Days 3 weeks vacation company matching savings programs and 100% employer paid group benefits for eligible employees
  • Over 1500 volunteer hours supporting 160 charities in through the Western Financial Group Communities Foundation.

Our Commitment to Inclusion: 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 doesnt 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 Approach: We do not use artificial intelligence to screen assess or select applicants. All applications are personally reviewed by Westerns Talent Acquisition Consultants. As part of our hiring process we use standardized scientifically validated skills assessments (nonAI) 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 purposedriven environment excite you wed love to hear from you.

Note: Please review the Internal Application Policy on WestConnect


Required Experience:

Unclear Seniority


Key Skills
Estate Law,Sales Experience,Direct Sales,Time Management,Trusts,Quality Assurance,Customer Service,Swift,Training & Development,Insurance Sales,Medicare,Wills
Employment Type : Advisor
Experience: years
Vacancy: 1
Monthly Salary Salary: 46000 - 60000
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Insurance Advisor • Charlottetown, Prince Edward Island, Canada

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