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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.
 
The goal of the Insurance Advisor Trainee is to build strong and lasting relationships with insurance clients while providing expert advice on automobile insurance transactions and other insurance-related products.  In this role, you will demonstrate a dedication to continuous improvement, a collaborative work style, and an ability to adapt to fast-paced change. You are motivated by providing genuine, remarkable member experiences every time.
 
Here’s what would be included as a part of your typical day:
  • Shadows an experiences Insurance Advisor in processing auto transactions, and under their observation, conducts interviews and enters information in the system for the client.
  • Schedules client appointments for advisors and greets clients.
  • Builds relationships with new and existing clients and makes qualified referrals to all lines of business.
  • Performs administrative duties including ordering supplies, preparing correspondence, filing, managing mail and distributing information to staff.
Required Skills, Experience & Qualifications:
  • 1 or more years of previous customer service and sales experience preferred
  • Able and willing to complete Level 1 General Insurance License within first 90 days (CAIB 1 preferred)
  • High School diploma
  • Proficient computer skills with experience using Microsoft Office (Word, Excel, and Outlook)
  • Excellent interpersonal skills, willingness and ability to learn and prioritize work effectively
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 regular pay increases
  • Comprehensive benefits as well as retirement benefits and vacation time
  • 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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