Team Leader- HealthCare Counsellor

Weekday AI · Bengaluru, India

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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.