Team Lead

4 weeks ago


Charlottetown, Canada Western Financial Group Full time

Team Lead – Insurance Broker – Charlottetown, PEI Western Financial Group – one of Canada’s largest insurance brokers, with over 2,200 professionals across 180 locations. We pride ourselves on a supportive and collaborative environment, earning recognition as Forbes Canada’s Best Employers. Opportunity: Partner with the Branch Manager to develop and support an effective team of sales professionals and contribute to business goals. Typical Day: 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 team’s 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 Qualifications / Value you bring: Active General Insurance License is required History of modeling the way when implementing initiatives and best practices 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 Hours: Full Time, Permanent – 35 hours/week Location: Charlottetown, PEI Salary Range: $55,000 – $70,000 We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer‑paid group benefits. At Western, we prioritize the well‑being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. As an equal opportunity employer, we welcome applicants from all backgrounds. If you need assistance or have questions about requesting reasonable accommodation, please contact our Talent Acquisition team at We are also a community support organization through the Western Financial Group Communities Foundation. #J-18808-Ljbffr


  • Team Lead

    4 weeks ago


    Charlottetown, Canada Western Financial Group Full time

    Team Lead – Insurance Broker – Charlottetown, PEI Western Financial Group – one of Canada’s largest insurance brokers, with over 2,200 professionals across 180 locations. We pride ourselves on a supportive and collaborative environment, earning recognition as Forbes Canada’s Best Employers. Opportunity: Partner with the Branch Manager to develop...


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