Role OverviewThe P&C Insurance Sales Advisor serves as a trusted resource for members and prospective members by providing personalized insurance solutions and financial guidance. This role builds relationships, identifies member needs, and recommends property and casualty insurance products while creating opportunities to connect members with relevant products and services.
What You Will Do
Provide value-based education and consultative guidance on Westmark Insurance and Credit Union products and services through in-person interactions, inbound inquiries, and proactive outreach to members and prospective clients.
Why It Might Be a Fit
The ideal candidate is relationship-driven, consultative, and passionate about delivering an exceptional member experience. They should be able to build meaningful relationships, identify needs, and recommend appropriate solutions.
Requirements
- High School Diploma or equivalent
- Active Property and Casualty Insurance License in the State of Idaho
- One or more years of experience in insurance, sales, financial services, customer service, or a related field
- Demonstrated ability to build relationships, identify needs, and recommend appropriate solutions
Benefits
- Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays
- Excellent health insurance options for employees and family with shared premiums
- 401k with 75% company match and 2% profit sharing contribution
- Tuition Reimbursement and Scholarships
- Employee Assistance Program (Free counseling and legal services)
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