Step into a pivotal Insurance Team Lead position with Western Financial Group in Mill Bay, British Columbia. Drive team success by focusing on sales and client satisfaction while impacting the community positively.

As an Insurance Team Lead, you will collaborate with the Branch Manager to nurture and lead a team of skilled sales professionals. Your daily tasks will involve reviewing compliance data, processing policy updates, and actively participating in sales to foster business growth. You’ll also focus on continuous self-development in a supportive, team-oriented environment.

Key Responsibilities:
• Provide coaching and mentoring to sales professionals
• Review invoicing and client data for compliance
• Process insurance changes and endorsements effectively




• Conduct sales outreach and upsell existing clients
• Maintain up-to-date product knowledge and relationships

Requirements:
• General Insurance Level 2 License is required
• Experience with modeling industry best practices
• Robust skills in managing deadlines
• Active involvement in community initiatives
• Proficient communication skills, both verbal and written

Bring your sales leadership and insurance knowledge to enhance operations at Western Financial in Mill Bay.
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📌 Insurance Sales Team Lead Role (British Columbia)
🏢 Western Financial Group
📍 British Columbia