scout for potential who can be effective advisors
- make presentation on career as an insurance advisor
- follow-up for obtaining necessary documentation regularly
- make sure that the advisor attends the training program & irda examination to acquire appropriate licensing.
-. draw up a monthly plan of targets
- break down the plan according to the potential of the insurance advisors
- keep the advisors motivated and on the job
- support advisors in designing solutions and advise customers
- provide naip training to advisors
- making sure that the advisor is learning on the job
-prepare the advisors by having them to give dummy presentations to test their level of selling skills
- identify and motivate advisors for club membership, mdrt etc
- monitor, review and guide their performance periodically
- ensure retention, adhere to productivity bench marks of advisors
- ensure participation of advisors in training and other developmental interventions
- have business related issues solved at branch level through rm or operation staff.
- maintain healthy & cordial relation with the advisor.
- regularly staying in touch with his advisor (in person) as well as using other modes of communication.
- regularly update the advisors about new product, schemes, clubs, etc.
- coordination with internal departments
- constantly track the lapsed policies data.
- update the advisors with updated list of lapsed policies.