Team Lead, Personal Lines Sales

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…