Team Lead, Personal Lines Sales

Job summary

The Team Lead is responsible for coaching and mentoring a team of sales professionals to drive performance and meet sales targets. They will also analyze sales data to refine strategies and collaborate across departments to enhance client engagement and operational efficiency.

Job details

Posting 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. #NFPCANADA 2588809

What you’ll do

The Team Lead is responsible for coaching and mentoring a team of sales professionals to drive performance and meet sales targets. They will also analyze sales data to refine strategies and collaborate across departments to enhance client engagement and operational efficiency.

Requirements

Candidates must have a minimum of 5 years of experience in personal insurance and a proven track record in sales leadership and coaching. Proficiency in Salesforce and Excel is required, along with an active Alberta insurance license.

Benefits

• Annual bonus plan
• Matching RRSP plan
• Referral commission plan
• Health care spending account
• Continuing education support
• Reimbursement of license fees
• Professional membership dues reimbursement

Listed skills

• interpersonal skills · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Reporting · Preferred
• Coaching · Preferred
• Client Relationship Management · Preferred
• Salesforce · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales leadership
• Coaching
• Mentoring
• Personal insurance
• Sales optimization
• Client relationship management
• Data analysis
• Salesforce
• Excel
• Reporting
• Strategic planning
• Performance management
• Communication
• Interpersonal skills
• Client acquisition
• Sales Optimization
• Sales Analysis
• Product Knowledge
• Cross-Functional Collaboration
• Operational Efficiency
• Cross-Selling
• Relationship Management
• Accountability
• Business Insurance
• Service Standards
• Analytical Skills
• Business Development
• Strategic Planning
• Customer Acquisition Management
• Training And Development
• Personalized Service
• Employee Retention Strategy
• Equities
• Sales
• Selling Techniques
• Leadership
• Marketing
• Innovation
• Insurance Sales
• Interpersonal Communications
• Market Trend
• Mentorship
• Operations
• Performance Review
• Wealth Management
• Team Building
• Team Effectiveness
• Team Leadership
• Team Performance Management
• Upselling

Job areas

• Sales
• Management & Leadership
• Finance & Accounting
• Personal Lines Sales Agent
• Sales Lead
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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