Sales Team Leader

Sales Team Leader Job Description –

Job SummaryThe Sales Team Leader is responsible for managing and motivating a team of insurance sales executives or advisors to achieve business targets. The role involves driving sales performance, recruiting and training team members, maintaining customer relationships, and ensuring compliance with company policies and insurance regulations.

• Key ResponsibilitiesLead, supervise, and support a team of insurance sales agents/advisors.
• Achieve monthly, quarterly, and annual sales targets.
• Develop sales strategies to increase policy sales and market share.
• Recruit, train, and mentor new sales team members.
• Monitor team performance and provide regular feedback.
• Conduct field visits and joint client meetings with team members.
• Build and maintain strong relationships with customers and corporate clients.
• Ensure high levels of customer service and policy retention.
• Prepare sales reports and performance analysis for management.
• Ensure compliance with insurance industry regulations and company guidelines.
• Coordinate with underwriting, operations, and customer service departments.
• Required SkillsStrong leadership and team management skills
• Excellent communication and negotiation abilities
• Sales and target-oriented mindset
• Customer relationship management
• Problem-solving and decision-making skills
• Knowledge of insurance products and market trends
• Ability to motivate and coach a sales team
• QualificationsBachelor’s degree in Business, Marketing, Finance, or related field
• Experience in insurance sales or financial services
• Previous team handling experience preferred
• Knowledge of life insurance, health insurance, or general insurance products
• ExperienceTypically 3–7 years of experience in insurance sales
• Minimum 1–2 years in a leadership or supervisory role
• KPIs / Performance MetricsTeam sales achievement
• Number of new policies sold
• Customer retention rate
• Team productivity
• Revenue generation
• Conversion ratio

Example Short Version (for Job Posting)We are looking for an experienced Sales Team Leader to manage and motivate a team of insurance advisors. The candidate will be responsible for achieving sales targets, recruiting and training team members, building customer relationships, and driving business growth. Strong leadership, communication, and insurance sales experience are required.

If you want, I can also provide:

• A more professional HR-format JD
• Resume-friendly version
• Interview questions for this role
• KPI-based JD
• Life insurance vs health insurance specific version
• Indian insurance company format (LIC, HDFC Life, ICICI Prudential, etc.)