Team Leader - Insurance Telesales

Position: Team Leader – Telesales (Insurance Sales)

Department: Sales / Business Development

Designation: Team Leader – Telesales

Industry: Insurance / Banking / Financial Services

Employment Type: Full-Time

Experience: 3–6 Years (Minimum 1–2 Years in Team Handling)

Job Location: Mira Road - Mumbai - 401107

Reporting To: Sales Manager / Assistant Manager / Operations Manager

Team Size: 10–20 Telesales Executives (As per business requirement)

1. Job Summary:-

We are looking for a dynamic and result-oriented Team Leader – Telesales to lead and manage an insurance sales team. The candidate will be responsible for driving sales performance, achieving business targets, improving conversion rates, monitoring team productivity, coaching team members, and ensuring compliance with insurance sales guidelines.

The ideal candidate should have strong leadership, sales management, communication, and analytical skills, along with proven experience in managing telesales operations in the insurance, banking, or financial services industry.

Key Roles & Responsibilities

A. Team Management & Leadership

1. Manage, motivate, and lead a team of telesales executives to achieve assigned business targets.
2. Allocate daily leads and calling targets to team members.
3. Conduct daily team briefings, sales huddles, and performance review meetings.
4. Monitor attendance, punctuality, productivity, and schedule adherence.
5. Identify performance gaps and implement corrective action plans.
6. Drive employee engagement, retention, and team discipline.

B. Sales & Business Target Achievement

1. Drive daily, weekly, and monthly insurance sales targets.
2. Ensure achievement of assigned premium, revenue, and policy issuance targets.
3. Monitor lead conversion, call productivity, and sales funnel performance.
4. Improve team conversion ratios through effective sales strategies.
5. Ensure proper lead management, follow-ups, and closure of sales opportunities.
6. Identify opportunities for cross-selling and upselling insurance products.

C. Performance Monitoring & Reporting

1. Track individual and team performance through daily MIS and dashboards.
2. Monitor key metrics such as:
3. 
   

• Outbound Calls
• Connected Calls
• Qualified Leads
• Lead Conversion Ratio
• Policies Sold
• Premium Generated
• Revenue Achievement
• AHT and Occupancy
• Login Hours and Productivity

1. Prepare daily, weekly, and monthly performance reports.
2. Share performance updates and business forecasts with management.
3. Take timely action to improve underperforming metrics.

D. Training & Development

1. Conduct regular training sessions on insurance products, policy features, and sales processes.
2. Provide call monitoring, feedback, and coaching to improve sales effectiveness.
3. Train team members on objection handling, negotiation, and closing techniques.
4. Conduct role-plays and mock sales calls.
5. Support new joiners through product and process training.
6. Develop low performers through structured performance improvement plans.

E. Quality & Compliance Management

1. Ensure all sales calls follow approved scripts and sales processes.
2. Ensure accurate communication of policy benefits, exclusions, terms, and conditions.
3. Prevent mis-selling, misrepresentation, and unauthorized commitments.
4. Ensure customer consent and accurate documentation.
5. Monitor call quality and compliance scores.
6. Coordinate with Quality, Training, Operations, and Backend teams to resolve issues.
7. Ensure adherence to applicable IRDAI regulations and company policies.

Required Skills & CompetenciesStrong leadership and team management skills.

• Excellent communication and interpersonal skills.
• Proven insurance telesales and target achievement experience.
• Strong objection handling and sales closing abilities.
• Analytical skills and MIS reporting knowledge.
• Ability to manage sales pressure and meet deadlines.
• Coaching, mentoring, and performance management skills.
• Good knowledge of MS Excel, CRM, and dialer systems.
• Strong problem-solving and decision-making abilities.
• 4. Educational Qualification & ExperienceGraduate in any discipline preferred.
• 3–6 years of experience in telesales / insurance sales / banking / financial services.
• Minimum 1–2 years of experience handling a telesales team.
• Experience in managing outbound sales processes is preferred.
• Knowledge of life insurance, health insurance, or general insurance products will be an advantage.
• 6. Key DeliverablesAchieve 100% of assigned monthly business targets.
• Maintain consistent team productivity and sales conversion.
• Improve individual agent performance through coaching.
• Ensure zero tolerance for deliberate mis-selling and compliance violations.
• Maintain accurate daily sales MIS and performance dashboards.
• Build a motivated, disciplined, and high-performing telesales team.
• 7. Compensation & BenefitsFixed Salary + Performance-Based Incentives.
• Monthly and Quarterly Performance Bonuses.
• Leadership and Career Development Opportunities.
• Insurance Product and Sales Training.
• Performance Recognition and Rewards.

8. Ideal Candidate ProfileThe ideal candidate should be a proactive sales leader with the ability to drive business growth, manage team performance, improve conversion rates, and maintain customer-centric and compliant sales practices. The candidate must be comfortable working in a target-driven environment and capable of delivering consistent results through effective team management.