Team Leader
Key Responsibilities Team Recruitment Identify and recruit new insurance advisors/agents. Conduct initial screening and onboarding. Training & Development Train advisors on HDFC Life products, sales techniques, and compliance requirements. Help team members improve their prospecting and closing skills. Sales Performance Management Set sales targets and monitor achievement. Motivate the team to meet business goals. Track daily, weekly, and monthly performance. Customer Relationship Support Assist advisors in handling important client meetings. Help resolve customer concerns and service issues. Business Development Generate leads through personal networks, referrals, and local market activities. Support advisors in converting leads into policy sales. Compliance & Documentation Ensure all sales activities follow company and regulatory guidelines. Verify proper completion of policy documentation. Reporting Submit sales reports and team performance updates to branch managers. Analyze gaps and implement improvement plans.
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