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Lead, Team

  • Victoria, BC, Canada

Compensation Range: $60,000 - $75,000 · Full-time

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Job details

Pay
Compensation Range: $60,000 - $75,000
Job type
Full-time
Apply by
Working hours
37.5 hours per week
Posting language
English
Posted

Original job description

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.
More about this job

Responsibilities

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.

Skills

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

Benefits

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

Visa sponsorship

Not detected in the job text

Categories

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

Keywords

  • General Insurance Level 2 License
  • Insurance Broker
  • Insurance
  • Team Leadership
  • Coaching
  • Mentoring
  • Sales
  • Upselling
  • Client Data
  • Invoicing
  • Coverage Selection
  • Compliance
  • Insurance Policies
  • Policy Endorsements
  • Product Knowledge
  • Insurance Providers
  • Time Management
  • Training
  • Business Goals
  • Industry Associations
  • Community Involvement

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