Insurance Sales Team Leader

Callforce Outsourcing Specialists; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading outsourcing firm in Cape Town seeks an Insurance Sales Team Leader to manage a high-performing team of sales agents. This role involves driving sales targets while ensuring compliance with regulations. Ideal candidates have a strong background in insurance sales within a BPO environment, excellent leadership skills, and proficiency in Excel or Google Sheets. Join us to lead and inspire a dedicated team.

Qualifications

• 2+ years' experience in a BPO or call center environment on an insurance sales campaign.
• Strong knowledge of regulatory requirements.
• Proven track record in exceeding sales targets through team leadership.
• Excellent skills in tracking and reporting.
• Ability to thrive in a fast-paced, KPI-driven environment.

Responsibilities

• Manage a team of inbound or outbound sales agents.
• Drive sales target achievement.
• Monitor real-time performance metrics.
• Conduct coaching sessions and provide performance feedback.
• Ensure compliance with regulatory frameworks.
• Handle escalations professionally.
• Prepare performance reports for management.
• Assist in recruitment and mentoring new sales agents.
• Drive motivation and engagement within the team.

Skills

Target-driven

Results-oriented

Strong leadership

Coaching ability

Excellent communication

Conflict resolution skills

Analytical mindset

Education

Matric / Grade 12

FAIS accredited (RE5)

Tools

Excel

Google Sheets

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.

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 % 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

• 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
• Strong 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