Lead, Team

Job summary

Partner with the Branch Manager to coach and support insurance sales professionals, helping the team meet business goals and targets. Review client records and coverage for compliance, process policy changes and endorsements, conduct sales and upselling calls, and maintain relationships with insurance providers and clients.

Job details

Proudly Canadian. Driven by Purpose. Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. Team Lead - Insurance Broker 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 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 best practices when implementing initiatives 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 Role Details Hours/Duration: 37.5 hours per week Location: Victoria, BC Current Vacancy: Yes Requisition #: 83312 Compensation Range: $60,000 - $75,000 Why Western? Western’s people-first culture, grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact. Highlights Include 14 Paid Wellness Days, 3 weeks’ vacation, company matching savings programs, and 100% employer paid group benefits for eligible employees Over 1,500 volunteer hours supporting 160+ charities in 2024–2025 through the Western Financial Group Communities Foundation. Our Commitment to Inclusion: At Western, we strive to create an accessible, equitable, and inclusive workplace where everyone feels valued and can thrive. As an equal opportunity employer, we encourage applicants of all backgrounds to apply, even if your experience doesn’t perfectly match every qualification. If you need assistance or an accommodation during the hiring process, please contact talent.acquisition@westernfg.ca or visit our Careers page. Our Human First Hiring Approach: We do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western’s Talent Acquisition Consultants. As part of our hiring process, we use standardized, scientifically validated skills assessments (nonAI), and all results are reviewed by our hiring team. Ready to Apply? If making a meaningful impact in your community and growing your career in a supportive, purpose‑driven environment excite you, we’d love to hear from you.

What you’ll do

Partner with the Branch Manager to coach and support insurance sales professionals, helping the team meet business goals and targets. Review client records and coverage for compliance, process policy changes and endorsements, conduct sales and upselling calls, and maintain relationships with insurance providers and clients.

Requirements

A General Insurance Level 2 License is required, along with a history of modeling best practices when implementing initiatives. Candidates should have strong time-management and training skills, professional written and verbal communication, and involvement in industry associations or the community.

Benefits

• Paid Wellness Days
• Three Weeks' Vacation
• Company Matching Savings Programs
• Employer-Paid Group Benefits
• Flexible Work Arrangements

Listed skills

• Sales · Preferred
• Upselling · Preferred
• Client Relationship Management · Preferred
• Time management · Preferred
• Training · Preferred
• written communication · Preferred
• Team Leadership · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Team Coaching
• Mentoring
• Insurance Policy Processing
• Policy Endorsements
• Compliance Review
• Sales
• Upselling
• Client Relationship Management
• Insurance Product Knowledge
• Time Management
• Training
• Written Communication
• Verbal Communication
• Team Leadership
• Community Involvement

Job areas

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

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