Insurance Sales Team Lead

Coulter Services; Phoenix (AZ); On-site; USD 80,000 - 110,000; Full time

Job summary

Coulter Services leads a dynamic sales team in Phoenix, overseeing daily operations and ensuring high-quality service to existing clients. You will drive client growth, manage relationships, and support onboarding of new team members while maintaining consistent sales processes.

A Salesforce-based CRM will be used to report field activities and coordinate documentation across the team. The role focuses on proactive account management, retention, and collaboration with teammates to meet growth

Qualifications

• Requires experience leading a sales team and driving client growth.
• Proven ability to manage and grow existing client relationships.
• Strong capability to train and onboard new team members and standardize processes.

Responsibilities

• Oversee day-to-day sales team activities and delegate tasks.
• Service and manage relationships with existing clients to ensure satisfaction and retention.
• Support business growth through proactive account management and relationship development.
• Train and onboard new team members, ensuring consistent sales processes and performance.
• Report and track field activities using a Salesforce-based CRM.
• Coordinate with the team to ensure accurate documentation and clear communication.

Skills

Sales leadership

Client relationship management

Team training

Task delegation

Salesforce/CRM reporting

Tools

Salesforce

Job description

Sales Team Lead responsible for leading daily sales operations while servicing existing clients and helping drive client growth.

• Oversee day-to-day sales team activities and delegate tasks to support effective execution.
• Service and manage relationships with existing clients to ensure satisfaction and retention.
• Support business growth through proactive account management and relationship development.
• Train and onboard new team members, ensuring consistent sales processes and performance.
• Report and track field activities using a Salesforce-based CRM.
• Coordinate with the team to ensure accurate documentation and clear communication.

Key qualifications & skills:

strong sales leadership, client relationship management, team training capability, task delegation, and proficiency with Salesforce/CRM reporting.