About the Team
The Insurance Advisors Team plays a critical role in helping customers make informed decisions about their motor and health insurance needs. The team engages directly with prospective customers over the phone, understanding their requirements, educating them about different insurance products, and guiding them toward the most suitable options. By delivering expert, personalized advice and building trust, the team aims to ensure a seamless customer experience while driving sales and supporting the company’s growth objectives.
About the Role
We are seeking a dynamic and results-driven Team Lead to manage and mentor a team of telesales advisors in the Insurance sector. The ideal candidate will be responsible for driving sales performance, mentoring teammates, ensuring sales goals are met, and fostering a high-energy, customer-centric environment. Success in this role requires strong people management skills and attention to driving
sales metrics. If you thrive in a fast-paced, target-driven environment and are passionate about helping people make important financial decisions, we’d love to hear from you.
Key Responsibilities
Sales:
- Responsible for consistently meeting fresh sales and retention sales targets.
- Ensuring customers are adequately followed up to ensure great customer experience and
timely conversion into successful sales.
- Implement sales strategies and ensure adherence to company processes and compliance
standards.
Team Management:
- Lead, train, and motivate a team of advisors to achieve individual and team sales targets.
- Run daily team stand-up, ensuring high team productivity and adherence to defined SOPs.
- Conduct root cause analysis for performance deviations of team members and help them
improve in respective areas.
- Provide regular feedback, coaching, and conduct performance reviews with the team.
People Centricity:
- Maintain integrity and transparency while dealing with customers and ensure that the team
follows the same.
- Identify and drive people & process improvement initiatives.
Must Haves
- Experience: At least 2 years of team leading experience, preferably in sales.
- Persuasive Ability: Strong leadership, communication, and coaching skills.
- Communication Excellence: Clear, confident, and effective communicator.
- Detail-Oriented Approach: Precise and thorough in diving deep into problems.
About Navi
We are shaping the future of financial services for a billion Indians through products that are simple, accessible, and affordable. From Personal & Home Loans to UPI, Insurance, Mutual Funds, and Gold — we’re building tech-first solutions that work at scale, with a strong customer-first approach.
Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India’s fastest-growing financial services organisations. But we’re just getting started!
To know more about us, our work, people, culture, values etc., check out navi.com/careers.
Our Culture
At Navi, we’re a place where ambition meets opportunity and ideas turn into impact quickly. We empower people with high ownership from the start, encouraging them to solve meaningful problems and build with excellence. Teams here work in an environment that values speed, collaboration and craftsmanship, while celebrating learning, growth and shared wins along the way. Whether you’re shaping the future of fintech products or driving innovation behind the scenes, life at Navi means being part of a high-energy, talent-driven workplace where your contributions truly make a difference.
We’re guided by our own operating system - The Navi OS - a set of principles that shape how we work and win together. You can explore them at navi.com/careers/values-at-navi to see what drives us every day.
If this feels like you, Navi is the place to grow, thrive and make a real impact.
