Team Lead (82369)

Western Financial Group; Charlottetown; On-site; CAD 55,000 - 70,000; Full time

Job summary

A leading insurance broker in Charlottetown seeks a Team Lead - Insurance Broker to drive sales and mentor a motivated team. Your role involves coaching, managing client data compliance, and up-selling products to achieve business goals. The ideal candidate has an Active General Insurance License and strong communication skills. This position offers a competitive salary and a commitment to employee well-being.

Benefits

3 weeks' vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• History of modeling the way in initiatives and best practices.
• Involvement in industry-related associations and community.

Responsibilities

• Coach and mentor your team with the guidance of your manager.
• Conduct sales calls and upsell products to clients.
• Process changes to insurance policies effectively.

Skills

Active General Insurance License

Strong time-management

Professional communication etiquette

Job description

Truthfulness | Fairness | Value | Loyalty

At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canada’s Best Employers.

Discover a workplace where your well-being is a priority, and your contributions make a real difference. With competitive benefits, a strong community focus, and a commitment to work-life balance, Western is not just a place to work, it's a place to thrive!

Join our team and experience the Western difference – where caring for our customers, communities and team members is our passion!

Team Lead - Insurance Broker - Charlottetown, PEI

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 team's 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

• Active General Insurance License is 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, Permanent - 35 hours/week

Location: Charlottetown, PEI

Salary Range: $55,000 - $70,000

Requisition #: 82369

At Western, we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.

If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at [e-mail] or reviewing Careers Page on our website.

We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.

For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation.