Insurance Sales Team Leader

CallForce; Cape Town; On-site; ZAR 334,800 - 446,400; Full time

Job summary

A leading insurance sales firm in Cape Town is seeking an experienced Insurance Sales Team Leader to manage a high-performing team of agents. This role focuses on driving team performance and achieving sales targets while ensuring compliance with industry regulations. The ideal candidate should possess strong leadership skills, a proven track record in insurance sales, and be proficient in Excel/Google Sheets. This position offers a dynamic work environment with opportunities for career growth.

Qualifications

• Proven track record in exceeding sales targets through team leadership.
• 2+ years’ experience in a BPO or call center environment on an insurance sales campaign.
• Knowledge of regulatory requirements.

Responsibilities

• Lead and manage a team of insurance sales agents.
• Drive the achievement of sales targets through coaching and performance monitoring.
• Ensure compliance with regulatory frameworks during all sales processes.

Skills

Strong Excel/Google Sheets skills

Excellent communication skills

Conflict resolution skills

Leadership ability

Education

Matric / Grade 12

FAIS accredited (RE5)

Tools

QA scorecards

Scripting

Job description

Insurance Sales Team Leader

Department: Sales (Bank Insurance Campaign)
Reports To: Operations Manager
Location: Cape Town CBD

Job Purpose:

To lead and manage a high-performing team of insurance sales agents in a BPO environment, ensuring that sales targets, compliance requirements, and service levels are consistently met or exceeded. The role focuses on driving team performance, providing coaching, and ensuring strict adherence to industry regulations.

Key Responsibilities:

• Manage a team of inbound or outbound sales agents selling life and legacy, funeral, or short-term insurance products.
• Drive the achievement of daily, weekly, and monthly sales targets (e.g., conversions, policy activations, premium targets).
• Monitor real-time performance metrics including talk time, adherence, QA scores, and sales compliance.
• Conduct regular coaching sessions, call listening, and performance feedback to improve agent capability.
• Ensure 100% compliance with regulatory frameworks during all sales processes.
• Collaborate with QA, Training, and Compliance departments to ensure quality and policy alignment.
• Handle escalations from agents and clients, ensuring a professional and compliant resolution.
• Maintain accurate records of team performance and prepare reports for management and client reviews.
• Assist in recruitment, onboarding, and mentoring of new sales agents.
• Drive motivation, engagement, and recognition initiatives within the team.

Minimum Requirements:

• Clear criminal record
• Clear ITC

Education:

• Matric / Grade 12 (essential)
• FAIS accredited (RE5) – advantageous

Experience:

• 2+ years’ experience in a BPO or call center environment on an insurance sales campaign
• Knowledge of regulatory requirements
• Proven track record in exceeding sales targets through team leadership

Technical Skills:

• Strong Excel/Google Sheets skills for tracking and reporting
• Familiar with QA scorecards, scripting, and compliance frameworks

Key Competencies:

• Target-driven and results-oriented
• Strong leadership and coaching ability
• High attention to compliance and quality
• Excellent communication and conflict resolution skills
• Analytical and performance-focused mindset
• Ability to thrive in a fast-paced, KPI-driven environment