Team Lead, Personal Lines Sales

Business Line:
Personal Lines

Hours Per Week: 35 (Full-Time)

Location:

Calgary or Edmonton - Hybrid Setting ()

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

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.

• 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.

• 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

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK
180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit

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