Insurance Sales Team Leader

Findojobs South Africa; Wes-Kaap; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A recruitment agency is looking for an Insurance Sales Team Leader to manage a team in Cape Town CBD. The role involves driving sales performance, ensuring compliance with regulations, and providing coaching to agents. Candidates should have at least 2 years of experience in an insurance sales environment and strong leadership skills. This position offers opportunities for career growth in a dynamic BPO setting.

Qualifications

• 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.

Responsibilities

• Lead and manage a high-performing team of insurance sales agents.
• Achieve sales targets and monitor performance metrics.
• Conduct coaching sessions and ensure compliance.

Skills

Target-driven

Leadership ability

Excellent communication 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. 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