Reporting ToBusiness Manager / Branch Manager / Area Sales Manager
Job SummaryThe Team Leader is responsible for recruiting, training, managing, and motivating a team of insurance advisors/agents to achieve sales targets, deliver excellent customer service, and ensure compliance with company policies. The role focuses on business growth, team development, and achieving organizational goals.
- Key ResponsibilitiesRecruit and onboard recent insurance advisors.
- Train, coach, and mentor team members on products, sales techniques, and compliance.
- Set daily, weekly, and monthly sales targets.
- Monitor individual and team performance (KPIs).
- Conduct team meetings, field visits, and joint sales calls.
- Motivate the team through recognition and performance coaching.
- Develop business through lead generation and customer acquisition.
- Build and maintain strong customer relationships.
- Ensure adherence to company policies and regulatory guidelines.
- Prepare and submit sales reports and performance dashboards to management.
- Resolve customer and team escalations promptly.
- Required SkillsLeadership and team management
- Sales and business development
- Communication and presentation
- Coaching and mentoring
- Problem-solving and decision-making
- Negotiation skills
- Customer relationship management
- Time management
- Microsoft Excel, Word, and CRM knowledge
- EligibilityGraduate in any discipline (preferred)
- 2–5 years of experience in insurance, banking, financial services, or sales
- Previous team handling experience is preferred
- Key Performance Indicators (KPIs)Team recruitment
- Active advisor retention
- Monthly premium/business achievement
- Revenue generation
- Productivity per advisor
- Customer satisfaction
- Team training completion
- Compliance and quality standards
- Salary StructureFixed salary
- Performance incentives
- Team achievement bonus
- Quarterly/Annual rewards (company policy dependent)
📌 Team Leader (Kolkata)
🏢 HDFC Life Insurance Company
📍 Kolkata
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