Team Leader

3 days ago

Makati City, National Capital Region, Philippines PhilLife - Insurance Careers Full time $80,000 - $120,000 per year

Job Summary:

The Team Leader is responsible for leading a team of insurance advisers, developing strategic sales plans, and driving revenue growth. This role oversees team performance, fosters key customer relationships, identifies new business opportunities, and ensures alignment with company goals.

Key Responsibilities:

Sales Strategy & Planning:

·       Develop and implement effective sales strategies aligned with business objectives.

·       Set short-term and long-term sales targets and forecast revenue.

Team Leadership & Development:

·       Lead, mentor, and manage high-performing advisers.

·       Recruit, train, and develop performing advisers.

Business Development & Client Management:

·       Build and maintain strong, long-lasting customer relationships.

·       Identify and approach potential clients and strategic partnerships.

Sales & Product Promotion:

·       Promote and sell financial products such as insurance policies, mutual funds, retirement plans, and loans.

·       Meet or exceed sales targets.

Documentation & Compliance:

·       Prepare and process necessary documents related to financial products and services.

·       Ensure compliance with financial laws, regulations, and company policies.

Reporting & Analysis:

·       Report on sales metrics and suggest improvements.

·       Prepare monthly, quarterly, and annual sales forecasts under the downline team.

Requirements:

  • Working knowledge of insurance products.
  • Strong leadership, communication, negotiation and interpersonal skills.
  • Ability to build trust and maintain strong client relationships.
  • High level of integrity and professionalism.
  • Proven track record of meeting or exceeding sales targets.
  • Bachelor's degree in finance, business, or a related field (preferred).

Compensation and Benefits:

  • Highly competitive compensation base.
  • Team overrides commission
  • HMO and life insurance.
  • Professional development and training.
  • Flexible working hours and hybrid work setup.
  • Perks such as incentives and trips.
  • Opportunities for professional growth and development
  • Hybrid and flexible work arrangements

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