BCAA's Penticton Service Centre has an opening for a regular part-time (20 hours or more per week) Level I Licensed Insurance Advisor. As one of BCAA’s Member-facing team members, you are an insurance professional who delivers amazing Member experiences, every time.  While working in one of our BCAA service centres, you are a source of positive brand impressions to all BCAA Members.  You create long lasting relationships with our Members by continuously driving revenue growth through consultative selling to support BCAA to be the most trusted organization in British Columbia.

You are a caring insurance sales professional who is dedicated to offering amazing Member experiences through the consultative sales of BCAA approved Insurance and Membership products. Within a retail sales environment, you create long lasting Member relationships through the following:

• Selling new BCAA membership and insurance (auto, travel medical, tenant and condo insurance) products
• Renewing BCAA memberships and insurance policies by reviewing current coverages and making recommendations
• Cross selling products and developing business leads for the future
• Processing payments and documents
• Meeting sales, retention and Member satisfaction goals
• Collaborating with a team who is passionate about igniting unparalleled Member loyalty

Education:

• Completion of Grade 12
• Insurance Agent Level 1 license
• Completion of Autoplan Essentials

Experience:

• 2 years experience in a sales and service environment, including 1 current year of general insurance experience

Skills:

• Demonstrated sales productivity and selling skills
• Knowledge of personal lines insurance products (except life insurance)
• Ability to work within a fast-paced team environment. Demonstrated multi-tasking skills
• Proven judgment and decision making abilities. Must be able to consider costs and benefits of potential products in order to make appropriate recommendations
• Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Ability to meet set sales, retention and customer satisfaction targets and objectives
• Strong written and verbal communication skills
• Fluent in applicable systems
• Intermediate knowledge of MS Office Suite Products (Word, Excel, Outlook)  

• Must successfully pass a background check, which may include a criminal, credit, and credential check.

• Completion of CAIB 1 and 2
• Limited history of Errors & Omissions. Be in good standing with the Insurance Council of BC.