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.
Related Job Description:Building Agency - Identify and recruit 4-5 potential advisors who are highly productive and in accordance with the business plan within stipulated time frame.Driving Sales - Achieve expected sales target on a consistent basis through own team of advisors.Manage team performance and productivity - Continuously review performance and improve productivity of the team.Leadership - Provide leadership and management to the team of Advisors.Mentoring and Training - Provide training and monitor developmental needs of advisors in the team, provide feedback on advisors performance.
Job Openings for 25 Agency Development Manager Jobs with minimum 1 Year Experience in Koramangala, Bangalore,Yelahanka, Bangalore,JP Nagar, Bangalore,Indira Nagar, Bangalore,Malleswaram, Bangalore,MG Road, Bangalore having Educational qualification of : B.A, B.B.A, B.Com, B.Sc, M.A, M.Com, M.Sc, MSW with Good knowledge in Sales Executive,insurance sales executive,Lead Generation etc.
BFSI Life Insurance AdvisorAgency Development ManagerLife Insurance AgentLife InsuranceField SalesField Sales ExecutiveField Sales ManagerArea Field ManagerArea Sales ManagerArea Sales ExecutiveAgency ChannelAgency SalesAgency Sales ManagerWalk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as required RESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrenderLife insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
Job Role-Max life(Insurance Advisor) You will be responsible for building a team of advisors These advisors will be responsible for selling life insurance in their networks Advisors are people from your network that can sell life insurance, they are required toclear the IRDAI exam You will act as mentors for these advisors and manage their day-to-day operations You will be responsible for consistent sales output by utilizing your management &monitoring capabilitiesGraduates and above (Candidates with 12th plus a valid 3-year diploma will also beconsidered) Experience: Must have at least 2 years of field sales experience (any field salesexperience) Relevant Industries: Telecom, Life insurance, Retail, Pharma, Hospitality, Automobiles,Real Estate etc
we are looking for insurance agent to work as a posp ( point of sales person) we have tie up with 29 companys the can sell all types of insurance in our platformthe agent will provided the commission on daily or monthly basissir / mam if interested please call or messagethank you
Become a Life Planning officer & partner our vision to make life insurance available to all.Hiring on a fixed salary+ incentive basisFlexible login hours : Shift timings (9:00 am to 12: 30pm)Eligibility Criteria:*Graduate women in the preferred age group of 30-50 years*Prior work experience in sales/Non sales or any work experience.* Females who has taken career break, House wife / Home maker can also apply.
Agency Manager Agency DevelopmentAgency Channel ManagerAgency Development ManagerAgency Support OfficerAgency Sales ManagerAgency SalesLife InsuranceLife Insurance AdvisorInsurance SalesAny SalesSalesBusiness Development ManWalk in
- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender