Job Role of a Team Leader (TL) – HDFC Life1. Recruitment & Team Building

- Recruit new Insurance Advisors/Financial Consultants.
- Conduct interviews and onboarding.
- Ensure advisors complete mandatory licensing and training requirements.

2. Training & Development

- Train advisors on HDFC Life products and sales processes.
- Conduct daily morning meetings, coaching sessions, and field training.
- Improve advisors' selling and communication skills.

3. Sales & Business Development

- Achieve monthly, quarterly, and annual premium targets.
- Support advisors in generating leads and closing sales.
- Develop recent business through personal networking, referrals, and corporate contacts.

4. Team Management

- Monitor advisor productivity and performance.
- Motivate the team through recognition, contests, and incentives.
- Help low-performing advisors improve their performance.

5. Customer Relationship Management

- Ensure customers receive the right insurance solutions.
- Resolve customer queries and support policy servicing.
- Maintain high customer satisfaction and retention.

6. Compliance & Documentation

- Ensure all sales comply with IRDAI guidelines and company policies.




- Maintain accurate documentation and KYC records.
- Prevent mis-selling and uphold ethical sales practices.

7. Reporting & MIS

- Prepare daily, weekly, and monthly sales reports.
- Track KPIs such as recruitment, activation, premium collection, and policy issuance.
- Report team performance to the Branch Manager or Sales Manager.
- Key Skills RequiredLeadership and team management
- Sales and negotiation
- Recruitment and interviewing
- Communication and presentation
- Relationship management
- Problem-solving
- Target orientation
- Knowledge of life insurance products and regulations
- Typical EligibilityGraduate in any discipline (MBA preferred for some roles)
- 2–5+ years of experience in sales, insurance, banking, or financial services
- Experience in team handling is often preferred.
- Key Performance Indicators (KPIs)Number of advisors recruited and activated
- Team premium generated
- Policy issuance rate
- Advisor productivity
- Persistency/renewal performance
- Customer satisfaction
- Achievement of monthly and annual sales targets

📌 Team Leader (India)
🏢 HDFC Life Insurance Company
📍 India