Team Leader

1. Job Purpose

To lead, manage, and develop a team of insurance sales professionals to achieve business targets, drive recruitment, improve team productivity, and ensure compliance with company policies and IRDAI regulations.

2. Key ResponsibilitiesA. Sales & Business Development

• Achieve monthly, quarterly, and annual sales targets.
• Drive life insurance policy sales, premium collection, and business growth.
• Identify new business opportunities and expand the customer base.
• Monitor daily sales activities and ensure consistent business performance.

B. Team Management & Leadership

• Lead, motivate, and manage a team of insurance advisors, agents, or sales executives.
• Conduct daily morning huddles, performance reviews, and sales meetings.
• Monitor individual and team productivity against assigned targets.
• Provide coaching, field support, and sales training to team members.

C. Recruitment & Team Building

• Recruit, onboard, and develop suitable sales professionals and insurance advisors.
• Build a productive team to achieve business objectives.
• Support team members in developing their sales and recruitment capabilities.
• Improve team retention, engagement, and overall performance.

D. Customer Relationship Management

• Ensure quality customer service and long-term customer relationships.
• Support team members in handling customer queries and resolving complaints.
• Promote customer retention, persistency, and ethical selling practices.

E. Compliance & Reporting

• Ensure adherence to IRDAI regulations and company compliance policies.
• Promote transparent product presentations and need-based selling.
• Maintain accurate sales reports, recruitment records, and business documentation.
• Monitor policy issuance, documentation quality, and other assigned operational activities.
• 3. Required QualificationsGraduate in any discipline; an MBA or relevant professional qualification is an advantage.
• Relevant experience in life insurance sales, distribution, or team management.
• Valid IRDAI-prescribed authorization or certification wherever required for the assigned role and activities.
• 4. Required SkillsLeadership and team management
• Sales planning and business development
• Recruitment and talent development
• Communication and negotiation
• Performance monitoring and target achievement
• Customer relationship management
• Compliance awareness and problem-solving
• 5. Key Performance Indicators (KPIs)Monthly business and premium targets
• Number of active and productive team members
• Recruitment and onboarding targets
• Team productivity and target achievement
• Policy issuance and business quality
• Persistency, customer satisfaction, and compliance
• Team retention and development

6. CompensationSalary, incentives, and performance-linked benefits will be determined according to company policy, candidate experience, and business performance.

Note: Specific responsibilities, licensing requirements, and targets may vary depending on the insurer's distribution model and internal policies.