life insurance team leader

SMC Insurance Brokers Pvt Ltd

Delhi, India3h agovia LinkedIn

About the Role

SMC Insurance Brokers Pvt Ltd is seeking a full-time, on-site Life Insurance Team Leader in Delhi, India.

Key Responsibilities

  • Leading and mentoring a team of life insurance advisors/sales representatives.
  • Setting targets, monitoring performance, and ensuring adherence to compliance and quality standards.
  • Guiding the team on product offerings.
  • Overseeing client onboarding.
  • Reviewing proposals.
  • Supporting the closure of sales opportunities.
  • Collaborating with internal stakeholders to optimize processes.
  • Providing regular training and coaching.
  • Ensuring high levels of customer satisfaction and policy retention.
  • Reporting key metrics and forecasting sales.
  • Contributing to strategic initiatives to drive growth in the life insurance portfolio.

Requirements & Tech Stack

  • Strong knowledge of Finance and Insurance, particularly in life insurance products and regulatory requirements.
  • Effective Team Management skills, including mentoring, performance tracking, and coaching.
  • Excellent Customer Service skills, with the ability to handle queries, resolve issues, and maintain client relationships.
  • Proven Sales skills, including target achievement, pipeline management, and consultative selling.
  • Proficiency in MS Office.

Qualifications

  • Bachelor’s degree in business, finance, or a related field (beneficial).
  • Experience in brokerage or insurance distribution (beneficial).
  • Strong analytical and reporting abilities (beneficial).
  • Clear, professional communication skills in English and local languages.

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