MUST HAVE
◠Graduate with 5+ years of experience, at least 3 years’ experience in insurance sector
â— Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
â— Should have similar market exposure and experience in process driven, quality sales
organizations
â— Familiarity with skills in recruitment, driving sales and activation
MEASURES OF SUCCESS
â— Hiring and driving activation of Top
â— Advisors/Financial Distributors from competition
â— Career Seminars / Meetings with Top
â— Advisors/ Financial Distributors
â— Meeting Sales and Recruitment Plan consistently Persistency
â— Advisor Productivity & Retention
â— Adhering to Input behaviors
KEY RELATIONSHIPS
â— Circle Head -Elite Vertical
â— Ops Team (CET and DSDO)
â— Training and Development
â— Human Resources
REQUIREMENTS
â— Strong relationship-building capability
â— Go-getter attitude
â— Result orientation
â— Passionate towards Sales
RESPONSIBILITIES
• Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
• Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
• Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
• Hiring and Onboarding of Top Advisors and Business Associates’ post conducting Career seminars and Presentation and meet the defined Recruitment plan
• Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
• Maintain Quality of sales by ensuring the Persistency standards of the channel
• Adherence to the desired input behaviors to drive Sales and Recruitment
• Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines/policies.
• Managing field operations by coordinating with Operations and DSDO for sales
and Recruitment.