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Insurance Advisor Trainee

Job Summary
  • Brokerage Name:
    Island Savings Insurance, a division of First West Insurance Services Ltd.
  • Approximate Salary: Negotiable
  • Region: Vancouver Island
  • Location: 124 McPhillips Ave., Salt Spring Island, BC
  • Country:
  • Category: Personal Lines Assistant
  • Position Type: Part-Time
  • Experience Level:
  • Education Level: Trainee
  • Advertised: 19-01-2018
  • Closing Date: 22-02-2018
  • Job ID: 4566
  • Click here to find more jobs posted by this employer
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If you believe in the same things we do, let’s talk.


First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond. We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.


We are seeking a part-time Insurance Advisor Trainee to join our fantastic team on Salt Spring Island. Saturday coverage is required.


The Insurance Advisor Trainee provides timely and accurate transactional services to clients, administrative support to the insurance team and responds professionally to basic inquiries over the phone, in person and through email, directing clients to the appropriate staff member as needed. This trainee position will actively work to upgrade skills, knowledge and qualifications to acquire the level 1 general insurance license within an established timeframe. Insurance experience is not required.


Required Skills, Experience & Qualifications:

  • Desire to learn and grow a career in the insurance industry
  • Level One General Insurance License completed within first 90 days (CAIB one preferred)
  • One or more years of previous customer service and sales experience preferred
  • Excellent interpersonal, customer service and relationship building skills
  • Self-motivated with a willingness and ability to learn
  • Ability to prioritize and plan work effectively to meet member and insurance team needs


Why work for us?


Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes:

  • A competitive base salary plus performance-based incentive compensation and annual merit pay increases
  • Flexible benefits as well as retirement benefits
  • Vacation time, a flexible bonus day off every year, and the ability to purchase up to five additional flex days
  • Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use


But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks. We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.


What’s your place in the First West story? Apply now and let’s find out together!

First West regrets that only candidates selected for an interview will be contacted.


Diversity & Inclusion

First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.


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