Life Insurance Team Leader – Job Description

Position: Team Leader – Life Insurance

Department: Sales

Industry: Life Insurance

Experience: 2–5 Years

Location: As per business requirement

Employment Type: Full time

Job Summary

We are looking for an experienced and result-oriented Life Insurance Team Leader to lead a sales team, drive business growth, achieve monthly targets, and ensure quality customer acquisition.

Key Responsibilities

Lead, manage, and motivate a team of Life Insurance Sales Executives/Relationship Managers.

Set daily, weekly, and monthly sales targets for the team.

Drive achievement of business and revenue targets.

Generate leads and support the team in converting prospects into customers.

Guide team members on product knowledge, sales techniques, and objection handling.

Monitor individual and team performance through regular reviews.

Ensure proper follow-up with prospective and existing customers.

Maintain quality of business and ensure compliance with company and IRDAI guidelines.

Conduct regular team meetings, training sessions, and performance reviews.

Recruit and support onboarding of new sales team members.

Prepare and share daily/weekly/monthly sales reports with management.





Develop strong customer relationships and ensure high levels of customer satisfaction.

Handle escalations and support the team in closing important cases.

Required Skills

Strong leadership and team-management skills.

Excellent communication and interpersonal skills.

Positive knowledge of Life Insurance products and sales processes.

Strong sales, negotiation, and convincing skills.

Target-oriented and self-motivated approach.

Ability to train and motivate team members.

Positive decision-making and problem-solving abilities.

Basic knowledge of MS Office/CRM systems.

Eligibility

Graduate preferred.

2–5 years of experience in Life Insurance / Banking / Financial Services sales.

Prior experience in handling a sales team is preferred.

Candidates with strong sales experience and leadership potential may also be considered.

Key Performance Indicators (KPIs)

Monthly business achievement.

Team productivity and target achievement.

Lead conversion ratio.

Recruitment and team retention.

Quality of business.

Customer satisfaction and persistency.

Individual team-member performance.

📌 Sales Team Leader (Thane)
🏢 IIFL Finance
📍 Thane