Team Leader- HealthCare Counsellor

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Experience: 3+ yrs

Location: Bengaluru

Job Type: Full-time

We are looking for an experienced and results-driven Team Lead - Health Counselling & Sales to lead, coach, and manage a team of Health Counsellors while driving customer conversions, revenue, and overall sales performance.

The ideal candidate will have strong experience in B2C sales, inside sales, or telesales, along with proven team-handling capabilities. This role requires a hands-on leader who can motivate sales teams, improve conversion performance, coach counsellors, manage pipelines, and ensure consistently high-quality customer interactions.

Requirements

KEY RESPONSIBILITIES

• Lead, manage, motivate, and coach a team of Health Counsellors.
• Set daily, weekly, and monthly performance expectations and sales objectives.
• Monitor individual and team performance against sales, conversion, productivity, and revenue targets.
• Conduct regular one-on-one reviews, performance discussions, and coaching sessions.
• Identify performance gaps and implement structured improvement plans.
• Coach team members on consultative selling, communication, objection handling, negotiation, and closing.
• Ensure effective engagement with prospective customers and high-quality customer conversations.
• Guide counsellors in understanding customer requirements and recommending appropriate healthcare plans or services.
• Monitor customer interactions, sales pitches, follow-ups, and conversion quality.
• Support counsellors in handling objections and closing challenging opportunities.
• Step in on complex, escalated, or high-value customer conversations when required.
• Drive monthly sales, conversion, revenue, and productivity targets.
• Track key metrics including lead-to-call conversion, call-to-sale conversion, revenue, follow-up performance, and individual productivity.
• Analyse sales performance data and take corrective action to improve results.
• Prepare and share regular performance and sales reports with management.
• Ensure proper allocation, tracking, and follow-up of leads.
• Monitor pipeline health, follow-up activity, and ageing leads to minimise missed opportunities.
• Improve lead conversion, customer engagement, and retention through effective follow-up strategies.
• Conduct product, sales, process, and customer communication training for counsellors.
• Conduct call audits and provide actionable feedback to improve sales conversations.
• Share successful sales approaches, best practices, and winning strategies across the team.
• Coordinate closely with Sales, Operations, Customer Support, and Management teams.
• Escalate recurring customer concerns, operational challenges, and process gaps.
• Share customer feedback, market insights, and sales trends with management.
• Contribute to continuous improvement of sales processes, customer experience, and team productivity.

WHAT MAKES YOU A GREAT FIT

• 3+ years of professional experience in sales, with strong exposure to B2C, inside sales, telesales, or consultative sales.
• 1-2+ years of experience in team handling, sales leadership, or people management.
• Proven track record of achieving and exceeding sales, conversion, and revenue targets.
• Strong customer-facing communication and interpersonal skills.
• Excellent objection-handling, negotiation, consultative selling, and closing abilities.
• Experience managing, coaching, and developing sales representatives or counsellors.
• Strong understanding of lead management, follow-ups, sales pipelines, and conversion metrics.
• Ability to analyse performance data and translate insights into actionable improvement plans.
• Strong coaching and mentoring skills with the ability to motivate teams and improve individual performance.
• Comfortable working in a fast-paced, target-driven, and performance-oriented environment.
• Strong ownership, accountability, and execution mindset.
• Excellent organisational skills with the ability to manage multiple priorities.
• Experience conducting call audits, sales reviews, and performance discussions is preferred.
• Experience in Healthcare, Health-tech, Health Insurance, Insurance, Hospitals, Pharmacy, Diagnostics, Fintech, Banking, EdTech, B2C SaaS, Consumer Services, Inside Sales, or Telesales will be an advantage.
• Healthcare or insurance experience is preferred but not mandatory for candidates with strong consultative sales and team-leadership experience.