Team Lead, Community Branch Network

Job summary

The Team Lead will manage daily branch operations, including training, coaching, and supporting a team of road agents. They are responsible for maximizing sales, ensuring regulatory compliance, and maintaining high standards of client service.

Job details

The Team Lead will manage daily branch operations, including training, coaching, and supporting a team of road agents. They are responsible for maximizing sales, ensuring regulatory compliance, and maintaining high standards of client service. Candidates must hold or be actively pursuing a Level 2 General Insurance License. At least one year of experience in an insurance sales environment is preferred, along with strong leadership and communication abilities.

What you’ll do

The Team Lead will manage daily branch operations, including training, coaching, and supporting a team of road agents. They are responsible for maximizing sales, ensuring regulatory compliance, and maintaining high standards of client service.

Requirements

Candidates must hold or be actively pursuing a Level 2 General Insurance License. At least one year of experience in an insurance sales environment is preferred, along with strong leadership and communication abilities.

Benefits

• Company matching RRSP contributions
• Tuition financing
• Career-related training and development
• Flexible benefits options
• Mental and physical wellness initiatives
• Extended health benefits
• Disability insurance
• Paid time off
• Bonuses
• Commissions

Listed skills

• Customer service · Preferred
• Training · Preferred
• Regulatory Compliance · Preferred
• Leadership · Preferred
• Microsoft Excel · Preferred
• Coaching · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred
• Inventory management · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance sales
• Leadership
• Team management
• Client service
• Insurance product knowledge
• Communication skills
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook
• Coaching
• Training
• Sales drive
• Regulatory compliance
• Inventory management

Job areas

• Management & Leadership
• Sales
• Finance & Accounting
• Customer Service & Support
• Administrative

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