Team Lead, Personal Lines Sales

Aon plc; Calgary; Hybrid; CAD 75,000 - 105,000; Full time

Benefits offered by this job

Annual bonus

RRSP matching 5%

Referral commission plan

Health benefits

Continuing education support

License fees reimbursed

Employee recognition program

Job summary

NFP, an Aon company, is seeking a Sales Team Lead in a hybrid Calgary/Edmonton setting to drive personal insurance sales performance and coach frontline professionals. The role supports VP leadership in delivering strategic initiatives and optimizing client engagement.

The ideal candidate has 5+ years in personal insurance, strong leadership, and proficiency in Salesforce and Excel, with Alberta licensure and a passion for coaching and customer outcomes.

Qualifications

• Minimum 5 years’ experience in personal insurance.
• Alberta licensed
• Excellent communication and leadership skills.

Responsibilities

• Lead and coach a team of personal insurance sales professionals to meet performance goals and service standards.
• Analyze sales data and client feedback to refine outreach strategies and improve conversion rates.
• Develop client engagement programs and manage relationships, including escalations as needed.
• Promote cross-functional collaboration to identify upsell opportunities and coordinate with other units.
• Contribute to sales plans and deliver regular performance and market trend reports.

Skills

Personal insurance

Leadership

Coaching

Communication

Strategic thinking

Tools

Salesforce

Excel

Job description

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

Location: Calgary or Edmonton – Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Details: Full-Time, Permanent Position, Current Vacancy

About the Role

The Sales Team Lead is a key leadership role responsible for driving individual insurance sales performance, optimizing client engagement strategies, and mentoring a team of frontline sales professionals. This role supports the Vice President in fostering a collaborative, high-performance culture, delivering strategic initiatives, and enhancing operational efficiency. The ideal candidate will bring a strong understanding of personal risk insurance, a passion for coaching, and a commitment to delivering exceptional client outcomes.

What You’ll Do

• Leadership & Team Development
  • Lead and coach a team of personal insurance sales professionals, ensuring alignment with performance goals and service standards.
  • Establish and monitor important metrics to assess individual and team effectiveness.
  • Facilitate regular training sessions focused on sales techniques, product knowledge, and integrated selling strategies.
  • Drive Coaching, Accountability, and Recognition initiatives to foster a high-performance culture.
  • Deliver mid-year and annual performance reviews to support employee development and goal alignment.
• Sales Optimization
  • Analyze sales data and client feedback to refine outreach strategies and improve conversion rates.
  • Collaborate with business development, marketing and operations to develop targeted campaigns and tools that support sales efforts.
  • Identify and address underperforming areas, recommending corrective actions as needed.
• Client Engagement & Relationship Management
  • Champion a client-first approach, ensuring personalized service and proactive communication.
  • Support the development of outreach programs for existing and prospective clients.
  • Serve as a point of escalation for complex client inquiries and service issues.
• Integrated Selling & Collaboration
  • Promote cross-functional collaboration to identify upsell and cross-sell opportunities within the personal risk portfolio.
  • Partner with other business units to leverage shared client relationships and drive holistic insurance solutions.
• Strategic Planning & Reporting
  • Contribute to the development of sales plans aligned with departmental growth objectives.
  • Prepare regular reports on team performance, market trends, and strategic recommendations for leadership review.

What You Bring

• Minimum 5 years’ experience in personal insurance.
• Experience in sales with the ability to lead client acquisition strategies by exceeding sales target.
• Proven leadership experience with a track record of coaching, developing and mentoring team members in a high-performing environment.
• Strong analytical skills and proficiency in Salesforce, Excel, and reporting tools.
• Excellent communication and interpersonal skills, with the ability to engage a wide range of individuals.
• In-office presence is considered an asset for team collaboration and engagement.
• Alberta licensed

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach.

Our personal commitment to our team and our clients have created long‑lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit https://nfp.ca

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

• A hybrid environment approach that keeps the best interests of our staff and our clients in mind
• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues
• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well‑being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work.

We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company‑sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.