Agency Channel Job Vacancies in Pudukkottai

Associate Circle Head - Agency Channel

Skywings Advisors Private Limited

Life Insurance Agency Channel Agency Sales Agency Partner
Purpose of the Job:- To manage Agency business in and around the designated location by handling a team of FLS and maximize performance on sales and quality objectives for the circle.Duties & Responsibilities:- Build and drive a team of 8-10 highly motivated frontline sales professionals.- Create desired sales behavior in the team by using the digital sales management process.- Design and execute a sales plan to help the team build and expand their distribution (agent) network and meet the targets.- Plan and manage the revenue objectives of the branch / unit.- Review teams progress against plan and guide them to succeed.- Ensure quality and persistency of the business.
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Associate Circle Head

Skywings Advisors Private Limited

Life Insurance Agency Channel Agency Team Building Agency Business Partner APC
The Associate Circle Head - Agency Channel is responsible for managing and overseeing the agency distribution network in a defined circle. The role involves driving sales through the agency channel, managing relationships with agents, ensuring growth in business performance, and maintaining compliance with company policies and regulations. This position plays a key role in achieving revenue targets and expanding market share within the assigned region.Key Responsibilities:Channel Management:Lead and manage the agency channel to achieve sales targets and business growth.Recruit, train, and develop a team of agents to ensure strong business performance.Build and maintain long-term relationships with key agents and partners.Ensure the right mix of agents to achieve a balanced portfolio and risk management.Sales Strategy & Execution:Develop and implement sales strategies to drive agency sales and increase market share.Monitor and evaluate performance to meet both short-term and long-term business objectives.Work closely with the marketing team to ensure appropriate support and promotional activities for agency partners.Training & Development:Conduct regular training sessions for agents to improve product knowledge, selling skills, and overall performance.Provide ongoing support and guidance to agents to optimize sales and operational efficiency.Performance Monitoring & Reporting:Monitor sales performance against targets, analyze trends, and take corrective actions as required.Prepare regular reports and updates for senior management on business performance, challenges, and opportunities.Compliance & Risk Management:Ensure that the agency channel adheres to all company policies, industry regulations, and compliance guidelines.Conduct audits and reviews of agency activities to ensure compliance with company standards.Market Insights:Track competitor activities and market trends to identify new opportunities for gr
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Relationship Officer

Skywings Advisors Private Limited

Customer Relationship Customer Service Bancassurance Direct Channel Agency Channel Life Insurance BFSI
Key Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.
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