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 recent 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.

📌 Team Leader (Kolkata)
🏢 Canara HSBC Life Insurance Company
📍 Kolkata