Insurance Team Lead

Key Responsibilities

• Lead, manage, and motivate a team of Life Insurance / Term Insurance Sales Executives.
• Drive the team to achieve and exceed monthly sales and revenue targets.
• Monitor individual and team performance on a daily, weekly, and monthly basis.
• Conduct regular sales huddles, coaching sessions, and performance reviews.
• Analyze sales performance and identify gaps in conversion, productivity, and revenue.
• Provide effective feedback and develop action plans for underperforming team members.
• Monitor calls and ensure sales executives follow the defined sales pitch, process, and compliance guidelines.
• Ensure proper handling of customer queries, objections, and sales closures.
• Work closely with Quality, Training, Operations, and MIS teams to improve overall process performance.
• Prepare and share daily/weekly/monthly performance reports with management.
• Ensure adherence to IRDAI/company policies and internal process guidelines.
• Track lead utilization, follow-ups, conversions, and business closures.
• Maintain team discipline, attendance, productivity, and shrinkage within defined limits.
• Support new-hire onboarding and provide on-floor assistance during the nesting period.
• Implement strategies to improve conversion rate, revenue per agent, and overall sales productivity.