The Digital Agency Channel is a modern distribution model where insurance products are sold through digitally empowered Advisors. These Advisors act as intermediaries between the insurance company and customers, facilitating policy sales, offering advisory services, and providing post-sale support. This model is designed to enhance customer experience, particularly in markets where digital solicitation is preferred. Through this channel, advisors also support customers in,
Resolving policy service need
Renewal collection to resolve policy holder’s service needs, Cross sale opportunity.
Job Summary:
Responsible for
Advisor Recruitment
Advisor Development
Advisor Activation & Meeting WFYP Targets
Conducting Career Seminars for Advisors
Advisor Engagement
Key Responsibilities/ Key Deliverables:
Advisor Recruitment
Lead the recruitment of insurance advisors as per the annual goal sheet
Actively engage with prospects through natural market outreach and close leads provided via structured digital campaigns
Conduct Career Seminar of prospects
Ensure timely completion of onboarding milestones including IC-38 certification, URN generation, and first sale
Advisor Development
Development of advisor prospecting habits, calling habits and work habits.
Work with Advisor on planning and reviewing of activities and goals.
Identify the training needs of the Advisor and work with Trainers to improve the same
Advisor Activation & Meeting WFYP Targets
Achievement of monthly, quarterly & yearly business plans.
Improve Advisor productivity & persistency by regular PRP/IID/GID etc.
Coordinate with sales tele-callers to support lead conversion and sales closures.
Enable hybrid sales journeys (online + offline) for first-time sales.
Advisor Engagement
Conduct webinars, app-based training, and digital engagement activities.
Promote advisor app usage and ensure training completion.
Customer Centricity
Be AMLI brand ambassador & a customer champion
Follow AMLI sales practice to develop deep customer loyalty
Hold periodical customer meet to understand customer pulse & need
Ensure customer queries are responded to satisfactorily as per AMLI standard.
Measures of Success:
Advisor recruitment count
Advisor activation rate
Advisor training completion
App usage & adoption
Premium per advisor
Campaign lead conversion %
Advisor retention
Job Description
Job Title
Digital Sales Manager/ Sr. Digital Sales Manager
Location
Department
Agency
Function
Digital Agency
Reporting to
Digital Area Manager
Band
5B/4
Function Summary
The Digital Agency Channel is a modern distribution model where insurance products are sold through digitally empowered Advisors. These Advisors act as intermediaries between the insurance company and customers, facilitating policy sales, offering advisory services, and providing post-sale support. This model is designed to enhance customer experience, particularly in markets where digital solicitation is preferred. Through this channel, advisors also support customers in,
Resolving policy service need
Renewal collection to resolve policy holder’s service needs, Cross sale opportunity.
Job Summary:
Responsible for
Advisor Recruitment
Advisor Development
Advisor Activation & Meeting WFYP Targets
Conducting Career Seminars for Advisors
Advisor Engagement
Key Responsibilities/ Key Deliverables:
Advisor Recruitment
Lead the recruitment of insurance advisors as per the annual goal sheet
Actively engage with prospects through natural market outreach and close leads provided via structured digital campaigns
Conduct Career Seminar of prospects
Ensure timely completion of onboarding milestones including IC-38 certification, URN generation, and first sale
Advisor Development
Development of advisor prospecting habits, calling habits and work habits.
Work with Advisor on planning and reviewing of activities and goals.
Identify the training needs of the Advisor and work with Trainers to improve the same
Advisor Activation & Meeting WFYP Targets
Achievement of monthly, quarterly & yearly business plans.
Improve Advisor productivity & persistency by regular PRP/IID/GID etc.
Coordinate with sales tele-callers to support lead conversion and sales closures.
Enable hybrid sales journeys (online + offline) for first-time sales.
Advisor Engagement
Conduct webinars, app-based training, and digital engagement activities.
Promote advisor app usage and ensure training completion.
Customer Centricity
Be AMLI brand ambassador & a customer champion
Follow AMLI sales practice to develop deep customer loyalty
Hold periodical customer meet to understand customer pulse & need
Ensure customer queries are responded to satisfactorily as per AMLI standard.
