Team Lead

Western Financial Group; British Columbia; Remote; CAD 61,000 - 80,000; Full time

Job summary

Western Financial Group, one of Canada's largest insurance providers, is seeking a Team Lead - Insurance Broker to enhance team success and support the Branch Manager. The role involves mentoring team members, reviewing client data for compliance, and conducting sales calls. Enjoy a competitive compensation package, a focus on community engagement, and the opportunity to grow professionally in a supportive environment.

Benefits

3 weeks vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• Strong time-management and training skills in a deadline-driven environment.
• Professional communication etiquette, both written and verbal.

Responsibilities

• Coach and mentor your team with the guidance of your manager.
• Conduct sales calls and up-sell products to new and existing clients.

Skills

Time Management

Professional Communication

Education

General Insurance Level 2 License

Job description

2 days ago Be among the first 25 applicants

Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.

TeamLead- Insurance Broker

Your success stems from you partnering with the Branch Manager to develop and support an effective team of sales professionals. You have the opportunity to be part of a collaborative and motivated team who all contribute to the achievement of business goals and targets.

Here Is What a Typical Day Looks Like

• Coach and mentor your team with the guidance and support of your manager
• Review client data entries, invoicing and coverage selection for compliance
• Process changes to insurance policies and endorsements, while ensuring your teams client activities are dealt with effectively
• Conduct sales calls and up-sell products to new and existing clients to contribute to the growth of the business
• Remain up to date on product knowledge and build relationships with insurance providers
• Continue self-development through industry and community involvement, training and other courses
  
  

The value you bring

• General Insurance Level2 License required
• History of modeling the way when implementing initiatives and best practices
• Strong time-management and training skills in a deadline driven environment
• Involvement in industry related associations and your community
• Professional communication etiquette, both written and verbal
  
  

Hours: Full Time, Maternity Leave Contract - 37.5 hours/week

Location: Remote, Canada

Salary Range: $61,000 - 80,000

Requisition #: 81856

What if I don’t meet every requirement?

If you’re excited about the role but your experience doesn’t check every box – we still encourage you to apply. You may be the right person for this role – or we might have another that suits you even better!

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.

Health and Wellness

We take pride in providing programs that add value to our people’s lives – after all, they are our greatest asset. Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

For over 20 years, supporting our local communities has been a part of everything we do – it’s engrained in our culture though the Western Financial Group Communities Foundation.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Insurance

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