Full-time

Team Lead

Posted by Western Financial Group • Calgary, Alberta, Canada

📍 Calgary, Alberta 🕒 March 03, 2026

About the Role

Here is what a typical day looks like

  • Coach and mentor your team with the guidance and support of your leader.

  • Review client data entries, invoicing and coverage selection for compliance

  • Ensuring your teams client activities are dealt with effectively

  • Work with Account Executives to quote and cross sell products to new clients to contribute to the growth of the business

  • Monitor lead management for the entire team to ensure the experience the customers are receiving is exceptional.

  • Role modeling expected behaviors by reaching out to customers when required, placing complex risks and other behaviors that contribute to a strong and successful team.

  • 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 I...
  • Ready to Apply?

    Submit your application today and take the next step in your career journey with Western Financial Group.

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