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Team Lead
Team LeadWestern Financial Group • Cranbrook, British Columbia, CA
Team Lead

Team Lead

Western Financial Group • Cranbrook, British Columbia, CA
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

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 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 - 37.5 hours / week

    Location : Cranbrook, BC

    Salary Range : $61,000 - $71,000

    Requisition # : 82383

    Candidates must be able to work Tuesday to Saturday as part of the regular schedule

    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.

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    Team Lead • Cranbrook, British Columbia, CA

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