Team Lead (79607)

Western Financial Group; Fort St. John; On-site; CAD 45,000 - 65,000; Full time

Job summary

Join a top employer in Canada as part of a dynamic sales team in Fort St. John. This role requires a General Insurance Level 2 License and focuses on providing excellent customer service while achieving sales targets. Enjoy generous employee perks including vacation days and health benefits, while contributing to a company that values truthfulness and fairness.

Benefits

3 weeks' vacation

14 paid wellness days

100% employer-paid group benefits

Health care spending account

Company matching investment and savings programs

Qualifications

• Strong history of customer service and sales.
• Ability to engage professionally with clients and insurance providers.
• Commitment to continuous self-development through training.

Responsibilities

• Review client data and process changes to insurance policies.
• Conduct sales calls and up-sell products to clients.
• Stay updated on product knowledge and maintain client relationships.

Skills

Customer Service

Time Management

Professional Communication

Education

General Insurance Level 2 License

Job description

We are one of Canada’s Top Employers, Join Us

Are you motivated by sales goals and incentives?

Have you consistently delivered excellent customer service and exceeded in finding solutions to their needs?

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.

• 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 Level 2 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

What if I don’t meet every requirement

At Western Financial Group we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about the role but your experience doesn’t check every box - apply anyways! Many people won’t apply to jobs unless they meet every single qualification, but we want to talk to you anyways, you may be just the right person for this or other roles. We look for dedicated professionals who are committed to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

Hours: Full Time – 37.5 hours/week

Location: Fort St. John, BC

Requisition #: 79607

Our people make us who we are and we’re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?

As one of Canada's top insurance broker, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

Health and Wellness

At Western 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 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account

About the company

This is the authority account for Western Financial Group Corporate Head Office and Insurance Brokerage Network. We are located in 116 communities across Western Canada.

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