Team Lead, Sales Broker Success

4 days ago

Welland, Canada RATESDOTCA Group Ltd. Full time

RATESDOTCA Group Ltd. is expanding. Join Canada's fastest-growing internet technology company in the insurance industry.


The Opportunity

We are looking for an energetic, enthusiastic, results-driven Team Lead, Sales Broker Success to join our growing team. You will oversee our Onboarding Team, which consists of newly graduated Sales Brokers through their first 4-8 weeks following Training. You thrive on seeing your teams’ successful results and your goal is to motivate and encourage your team through effective coaching and mentoring to meet and exceed company goals and expectations. You will work closely with the Senior Manager and provide assistance, which may include mentoring, recruitment and keeping management updated on team performance.


Primary Duties and Responsibilities

  • Work closely with the Senior Manager and other leads to ensure success of graduating training classes for the remainder of their Probationary Period
  • Coaching, training and feedback of sales brokers on an ongoing basis
  • Work closely with Mentor pool to create/deploy curriculum of operational checklists and support the team to meet KPIs
  • Work closely with T&D during practical phase (call handling), and to provide regular feedback on improvement strategies
  • Facilitate daily and weekly debrief and training sessions on Workload Management, Sales Effectiveness, Industry Reports, and QA/BAL overviews
  • Participate in the recruitment process to identify top talent
  • Provide guidance and feedback to team to enhance product/service skills and knowledge
  • Respond verbally and in writing to escalated calls, ensuring mutually agreeable outcome to both the client, insurer and brokerage whenever possible
  • Action QA results and provide feedback to team members regarding quality, ratings and comments received on an ongoing basis
  • Work with QA and Management to ensure file documentation and underwriting are performed up to brokerage standards
  • Work with leadership to develop and implement processes and procedures to improve operational efficiency
  • Actively manage the phone queues to ensure team members are SLA compliant and answers inbound sales calls, quotes and converts when SLAs are at risk of not being met
  • Lead referral, x-date, cross sell and upsell campaigns as designed by leadership team
  • Conduct regular feedback sessions and team meetings
  • Operational responsibilities as needed including liaising with 3rd part technology vendors and cross-functional teams within our organization
  • Work with Senior Manager and HR on performance management issues


Required Qualifications

  • 1-2 years in a Sales Management environment
  • RIBO licensed
  • Proven experience increasing sales targets/metrics
  • Strong commitment to teamwork
  • Excellent interpersonal, presentation, and negotiation skills
  • Proven sales ability
  • A results-oriented professional with a strong work ethic
  • An unwavering commitment to delivering professionalism and expertise to our clients
  • Must be organized, able to multi-task and have excellent communication skills
  • Computer proficiency in MS Office products such as Word and Excel


At RATESDOTCA, we’re not just a workplace; we’re a community of passionate individuals who believe in pushing boundaries and making a difference. As a member of our team, you’ll be part of a dynamic community that values creativity, diversity, and continuous learning. We are looking for an individual who will share our energy and enthusiasm about helping Canadians make better money decisions. Join us and let’s create something extraordinary together


The compensation package consists of a competitive salary, benefits, and incentive bonus. Check out the primary brands that we work on here:


Life @ RATESDOTCA is fun for everyone. Our perks:

  • You get your Birthday off
  • Full employer-paid benefits
  • RRSP Matching Program
  • Annual holiday festivities, free lunches, and so much more
  • Employee satisfaction survey to voice your opinion on working at RATESDOTCA Group Ltd.
  • Free access to Learning
  • Lounge and games room - ping-pong, foosball, and more


RATESDOTCA Group Ltd. and its subsidiaries are committed to being an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability, or any other legally protected categories such as sexual orientation. We believe that diversity, equity, and inclusion are critical to our mission - creating a foundation for a creative workplace that leads to innovation and growth. We value diversity and strive to create an inclusive, accessible workplace where all individuals feel valued, respected, and heard.


We are committed to working with and providing reasonable accommodations to candidates and employees with physical or mental disabilities. If you require accommodation to search for a job opening or to complete any part of the application or hiring process, please send an email to work@rates.ca.

  • Sales Broker Success Team Lead

    4 weeks ago

    Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

    RATESDOTCA Group Ltd. is a leading internet technology company in the insurance industry, expanding its operations and seeking a skilled professional to join its team.The OpportunityWe are looking for an experienced Team Lead, Sales Broker Success to oversee our Onboarding Team, guiding newly graduated Sales Brokers through their initial 4-8 weeks...

  • Team Lead, Sales Broker Success

    4 weeks ago

    Welland, Canada RATESDOTCA Group Ltd. Full time

    RATESDOTCA Group Ltd. is expanding. Join Canada's fastest-growing internet technology company in the insurance industry. The Opportunity We are looking for an energetic, enthusiastic, results-driven Team Lead, Sales Broker Success to join our growing team. You will oversee our Onboarding Team, which consists of newly graduated Sales Brokers through their...

  • Team Lead, Sales Broker Success

    4 weeks ago

    Welland, ON, Canada RATESDOTCA Group Ltd. Full time

    RATESDOTCA Group Ltd. is expanding. Join Canada's fastest-growing internet technology company in the insurance industry. The Opportunity We are looking for an energetic, enthusiastic, results-driven Team Lead, Sales Broker Success to join our growing team. You will oversee our Onboarding Team, which consists of newly graduated Sales Brokers through their...

  • Sales Success Team Lead

    5 days ago

    Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

    OverviewRATESDOTCA Group Ltd. is an innovative company in the insurance industry, rapidly expanding and looking for a highly skilled Team Lead to oversee our Onboarding Team.This role offers an opportunity to join a dynamic community that values creativity, diversity, and continuous learning.SalaryThe estimated salary for this position ranges from $80,000 to...

  • Sales Success Team Lead

    4 weeks ago

    Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

    Unlock Your Potential as a Sales Success Team LeadAre you a results-driven professional with a passion for sales and leadership? Do you thrive in fast-paced environments where no two days are the same?RATESDOTCA Group Ltd., Canada's fastest-growing internet technology company in the insurance industry, is seeking an exceptional Sales Success Team Lead to...

  • Strategic Sales Broker Success Manager

    4 weeks ago

    Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

    RATESDOTCA Group Ltd. is an innovative insurance industry leader, rapidly expanding its presence in Canada.The OpportunityWe are seeking a results-driven Strategic Sales Broker Success Manager to oversee our Onboarding Team, guiding newly graduated Sales Brokers through their initial 4-8 weeks following Training. This role involves motivating and encouraging...

  • Sales Team Lead

    6 days ago

    Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

    At RATESDOTCA Group Ltd., we're a dynamic community of passionate individuals driven by our mission to create a better financial future for Canadians. As a Sales Team Lead, you'll be part of this innovative team, working alongside talented professionals who share your enthusiasm and commitment to excellence.About the RoleWe're seeking an experienced Sales...

  • Sales Team Lead

    4 weeks ago

    Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

    We are a dynamic internet technology company in the insurance industry, seeking an energetic and results-driven leader to join our team. As a Sales Team Lead, you will oversee the Onboarding Team, consisting of newly graduated Sales Brokers during their first 4-8 weeks following training.You will work closely with the Senior Manager, providing assistance,...

  • Sales Team Lead

    4 weeks ago

    Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

    About UsRATESDOTCA Group Ltd. is a leading internet technology company in the insurance industry, known for its innovative approach and commitment to excellence.Role OverviewWe are seeking an experienced Sales Team Lead to oversee our Onboarding Team, consisting of newly graduated Sales Brokers during their first 4-8 weeks following training. As a key member...

  • Broker Sales Leader

    4 weeks ago

    Welland, ON, Canada RATESDOTCA Group Ltd. Full time

    Join Canada's fastest-growing internet technology company in the insurance industry. We are looking for an energetic, enthusiastic, results-driven Team Lead, Sales Broker Success to join our growing team. You will oversee our Onboarding Team, which consists of newly graduated Sales Brokers through their first 4-8 weeks following Training. You will work...

  • Insurance Sales Brokers

    7 months ago

    Welland, Canada SCOOP Insurance Full time

    Are you ready for a Career rather than just a job? Do you enjoy learning new skills and taking on new challenges? Are you motivated by the opportunity of being rewarded for your hard work? You’ve come to the right place! We are Canada’s fastest-growing internet technology company in the insurance industry and are looking to hire energetic and customer...

  • Life Broker

    4 weeks ago

    Welland, Canada RATESDOTCA Group Ltd. Full time

    **Life Insurance Broker - Sales and Growth Lead** Are you a motivated, life-licensed broker that thrives on new business development? Are you motivated by the opportunity of being rewarded for your hard work? Do you want the opportunity to work with an experienced leadership team in building a great life brokerage? At RATESDOTCA Group Ltd., we aim to...

  • Insurance Sales Broker

    2 days ago

    Welland, Canada Billyard Insurance Group Full time

    Billyard Insurance Group is attracting top insurance professionals and providing them with innovative technology, tools, and the support required to compete in the fast-changing insurance landscape. We are a rapidly growing insurance brokerage with over 60 locations across Canada. We’re also proud to have been recognized on Insurance Business Canada’s...

  • Sales Team Leader for Insurance Industry

    4 weeks ago

    Welland, Ontario, Canada RATESDOTCA Group Ltd. Full time

    Lead Sales Team in the Insurance IndustryWe are seeking a skilled and results-driven Team Lead, Sales Broker Success to oversee our Onboarding Team.The ideal candidate will have 1-2 years of experience in sales management, be RIBO licensed, and have a proven track record of increasing sales targets/metrics. They must also possess excellent interpersonal,...

  • Insurance Sales Broker- Home and Auto

    7 months ago

    Welland, Canada RATESDOTCA Group Ltd. Full time

    Are you ready for a Career rather than just a job? Do you enjoy learning new skills and taking on new challenges? Are you motivated by the opportunity of being rewarded for your hard work? You’ve come to the right place! We are Canada’s fastest-growing internet technology company in the insurance industry and are looking to hire energetic and customer...

  • Sales Consultant

    2 months ago

    Welland, Canada Billyard Insurance Group Inc Full time

    **Sales Consultant**: hybrid 38 East Main Street, Welland, Ontario, Canada, L3B 3W3 full-time. November 20, 2024 Description Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in...

  • Broker Relationship Manager

    7 months ago

    Welland, Canada Billyard Insurance Group Inc. Full time

    Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our...

  • Broker Relationship Manager

    7 months ago

    Welland, Canada Billyard Insurance Group Inc. Full time

    Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our...

  • Insurance Sales Specialist

    2 days ago

    Welland, Ontario, Canada Billyard Insurance Group Inc Full time

    Establish yourself as a key contributor to Billyard Insurance Group Inc's success by leveraging your expertise in sales and client relationship management. We're seeking an experienced Insurance Sales Specialist to join our team, focusing on building strong relationships with licensed Life Brokers.About the RoleThis is a unique opportunity to work with a...

  • Accounts/Sales Executive

    2 days ago

    Welland, Canada Billyard Insurance Group Inc Full time

    div>Sales Consultanthybrid38 East Main Street, Welland, Ontario, Canada, L3B 3W3full-time . November 20, 2024DescriptionBillyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's...