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Insurance Team Lead

2 weeks ago

Makati City, National Capital Region, Philippines Double Dragon Life Insurance Agency Full time
Insurance Team Lead Role

We are seeking an experienced Insurance Team Lead to join our team at Double Dragon Life Insurance Agency. As an Insurance Team Lead, you will be responsible for managing a team of financial advisors, providing guidance, and supporting them to achieve sales targets and deliver exceptional client service.

About the Role:

This role requires strong leadership skills, excellent communication abilities, and a passion for helping clients achieve financial security. The successful candidate will be responsible for leading a team of financial advisors, providing guidance, and supporting them to achieve sales targets and deliver exceptional client service.

Key Responsibilities:
  • Team Management: Manage a team of financial advisors, providing guidance and support to help them achieve sales targets and deliver exceptional service to clients.
  • Client Relationship Building: Foster strong relationships with clients, assessing their financial goals and offering tailored advice on life insurance, investments, and other financial products.
  • Sales Performance Tracking: Establish sales targets for your team, tracking performance and providing guidance to help meet or exceed these goals.
  • Training and Development: Provide ongoing training and professional development opportunities for new and existing advisors to enhance their product knowledge and sales skills.
  • Recruitment: Assist in recruiting new financial advisors, promoting a collaborative and supportive work environment within the team.