Insurance Broker Team Lead in Victoria

Insurance Broker Team Lead in Victoria

14 Oct
|
Western Financial Group
|
Victoria

14 Oct

Western Financial Group

Victoria

Lead an impactful sales team at Western Financial Group in Victoria, BC. Drive success through coaching and client relationship building while promoting insurance products. As a Team Lead for Insurance Brokers, you will collaborate closely with the Branch Manager to cultivate a high-performing team of sales professionals. Every day involves mentoring your team, reviewing client data for compliance, and processing policy changes.

Your role also emphasizes conducting sales calls and contributing to overall business growth. Key Responsibilities:

- Coach and mentor team members collaboratively
- Review client data entries and compliance regularly
- Process changes to insurance policies and endorsements
- Conduct sales calls and up-sell to clients
- Maintain solid relationships with insurance providers Requirements:
- General Insurance Level 2 License required
- Proven experience in implementing best practices
- Strong communication and time-management skills
- Involvement in industry associations and community
- Dedication to self-development through training Utilize your leadership skills and industry knowledge to make a meaningful impact at Western Financial Group.

📌 Insurance Broker Team Lead in Victoria
🏢 Western Financial Group
📍 Victoria

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