Elevate your leadership career as an Insurance Team Lead with Western Financial Group in Mill Bay, British Columbia. Join a motivated team focused on achieving business goals while supporting over one million customers across Canada.

In this key role, you will partner with the Branch Manager to coach a dedicated team of sales professionals. Your responsibilities will include reviewing client entries for compliance, processing insurance changes, and conducting sales calls to drive growth. You’ll also stay updated on products and build robust relationships with insurance providers.

Key Responsibilities:
• Coach and mentor sales team with managerial support
• Review client data for compliance and quality
• Process insurance policy changes and endorsements




• Conduct sales calls and upsell to clients
• Enhance product knowledge and build provider relationships

Requirements:
• General Insurance Level 2 License needed
• Proven experience in best practice implementation
• Robust time-management skills in a pressured setting
• Involvement in community and industry associations
• Excellent written and verbal communication skills

Contribute your leadership, compliance oversight, and sales expertise to Western's insurance team in Mill Bay.
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📌 Lead Insurance Team At Western Financial British Columbia
🏢 Western Financial Group
📍 British Columbia