Team Lead, Personal Lines Sales

NFP Corp

• $80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 5 years experience in personal insurance
  • Proven track record in sales and client acquisition
  • Demonstrated leadership and mentoring skills
  • Strong analytical skills and proficiency in Salesforce, Excel, and reporting tools
  • Excellent communication and interpersonal abilities
  • Alberta licensed

Responsibilities

  • Lead and coach a team of personal insurance sales professionals
  • Establish and monitor metrics to assess team effectiveness
  • Facilitate training sessions on sales techniques and product knowledge
  • Analyze sales data to improve outreach strategies
  • Champion a client-first approach and enhance client engagement
  • Collaborate with business units for integrated sales solutions
  • Prepare reports on team performance and market trends

Benefits

  • Hybrid work environment
  • Annual bonus plan for all employees
  • 5% matching RRSP plan
  • Referral Commission Plan
  • Generous health benefits starting on day one
  • Support for continuing education
  • Reimbursement for licensing fees and professional memberships
  • Collaborative culture with industry leaders
Full Job Description
Posting Description

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

Location: Calgary or Edmonton - Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Details: Full-Time, Permanent Position, Current Vacancy

About the Role

The Sales Team Lead is a key leadership role responsible for driving individual insurance sales performance, optimizing client engagement strategies, and mentoring a team of frontline sales professionals. This role supports the Vice President in fostering a collaborative, high-performance culture, delivering strategic initiatives, and enhancing operational efficiency. The ideal candidate will bring a strong understanding of personal risk insurance, a passion for coaching, and a commitment to delivering exceptional client outcomes.

What You'll Do
  • Leadership & Team Development
    • Lead and coach a team of personal insurance sales professionals, ensuring alignment with performance goals and service standards.
    • Establish and monitor important metrics to assess individual and team effectiveness.
    • Facilitate regular training sessions focused on sales techniques, product knowledge, and integrated selling strategies.
    • Drive Coaching, Accountability, and Recognition initiatives to foster a high-performance culture.
    • Deliver mid-year and annual performance reviews to support employee development and goal alignment.
  • Sales Optimization
    • Analyze sales data and client feedback to refine outreach strategies and improve conversion rates.
    • Collaborate with business development, marketing and operations to develop targeted campaigns and tools that support sales efforts.
    • Identify and address underperforming areas, recommending corrective actions as needed.
  • Client Engagement & Relationship Management
    • Champion a client-first approach, ensuring personalized service and proactive communication.
    • Support the development of outreach programs for existing and prospective clients.
    • Serve as a point of escalation for complex client inquiries and service issues.
  • Integrated Selling & Collaboration
    • Promote cross-functional collaboration to identify upsell and cross-sell opportunities within the personal risk portfolio.
    • Partner with other business units to leverage shared client relationships and drive holistic insurance solutions.
  • Strategic Planning & Reporting
    • Contribute to the development of sales plans aligned with departmental growth objectives.
    • Prepare regular reports on team performance, market trends, and strategic recommendations for leadership review.

What You Bring
  • Minimum 5 years' experience in personal insurance.
  • Experience in sales with the ability to lead client acquisition strategies by exceeding sales target.
  • Proven leadership experience with a track record of coaching, developing and mentoring team members in a high-performing environment.
  • Strong analytical skills and proficiency in Salesforce, Excel, and reporting tools.
  • Excellent communication and interpersonal skills, with the ability to engage a wide range of individuals.
  • In-office presence is considered an asset for team collaboration and engagement.
  • Alberta licensed


What's In It For You

NFP's PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.
  • A hybrid environment approach that keeps the best interests of our staff and our clients in mind
  • Annual bonus plan for all employees
  • Matching RRSP plan of 5% of salary
  • Referral Commission Plan
  • Generous benefits plan including Health Care Spending Account starting on the first day of employment
  • Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
  • Reimbursement of license fees and professional membership dues
  • A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

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