Team Lead - Final Expense Project

Team Leadership & Performance Management

Manage and supervise a team of Final Expense agents to ensure achievement of daily, weekly, and monthly sales targets.

Monitor individual and team performance through KPIs, productivity reports, and quality assessments.

Develop and implement action plans to improve team performance and address performance gaps.

Maintain accountability and ensure all team members meet attendance, compliance, and performance expectations.

Conduct regular one-on-one meetings to review progress, provide feedback, and discuss development plans.

Training & Development

Deliver onboarding and refresher training programs for new and existing agents.

Identify skill gaps and design targeted training initiatives to improve sales performance and product knowledge.

Conduct role-playing sessions, call reviews, and practical coaching exercises.

Ensure agents remain updated on Final Expense products, compliance requirements, scripts, and industry best practices.

Create a culture of continuous learning and professional development within the team.

Coaching & Mentorship

Provide ongoing coaching to improve sales techniques, objection handling, customer engagement, and closing skills.

Perform live call monitoring and quality reviews to identify coaching opportunities.

Develop personalized performance improvement plans for underperforming team members.

Recognize strengths and help agents maximize their potential through structured coaching and mentorship.

Foster confidence and self-development among team members.

Motivation & Employee Engagement

Drive a positive, high-energy, and results-oriented team environment.

Implement recognition and reward programs to encourage exceptional performance.

Conduct motivational sessions and team-building activities to enhance morale and engagement.

Inspire the team to consistently exceed goals through effective communication and leadership.

Address employee concerns proactively and promote a supportive work culture.

Goal Achievement & Sales Management

Ensure team members consistently meet or exceed established sales and quality objectives.

Analyze performance metrics and identify trends affecting results.

Develop strategies to increase conversion rates, productivity, and overall sales performance.

Track daily pipeline activities and ensure adherence to performance standards.

Collaborate with senior management to establish goals and execute business strategies.

Quality Assurance & Compliance

Ensure all sales activities comply with company policies and regulatory requirements.

Monitor call quality standards and implement corrective measures when needed.

Maintain accurate records, reports, and performance documentation.

Promote ethical sales practices and customer-centric service delivery.