Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors
KEY 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.
MEASURES OF SUCCESS
• Hiring and driving activation of Top Advisors/Financial Distributors from competition
• Career Seminars / Meetings with Top
Advisors/ Financial Distributors
• Meeting Sales and Recruitment Plan
consistently
• Persistency
• Advisor Productivity & Retention
• Adhering to Input behaviors
KEY RELATIONSHIPS
• Circle Head -Elite Vertical
• Ops Team (CET and DSDO)
• Training and Development
• Human Resources
KNOWLEDGE/SKILLS/ABILITIES:
• Strong relationship building capability
• Go-getter attitude
• Result orientation
• Passionate towards Sales
DESIRED QUALIFICATION AND EXPERIENCE
• Graduate with 5+ years of experience, at least 3 years’ experience in insurance sector
• Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
• Should have similar market exposure and experience in process driven, quality sales organizations
• Familiarity with skills in recruitment, driving sales and activation
ORG CHART: CEO→ DMD→Head Agency →Regional Manager / CVP & Head – Elite Vertical (dotted line) → Circle Head – Elite Vertical →ADM Elite Vertical
Job Description
Position
Circle Head – Elite Vertical
Incumbent
NA
Department
Agency
Function
Agency
Reporting to
Regional Manager– Elite Vertical
Band
3
Location
Multiple Locations – Pan India
Team size (D/I)
10
JOB SUMMARY
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors
KEY 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.
MEASURES OF SUCCESS
• Hiring and driving activation of Top Advisors/Financial Distributors from competition
• Career Seminars / Meetings with Top
Advisors/ Financial Distributors
• Meeting Sales and Recruitment Plan
consistently
• Persistency
• Advisor Productivity & Retention
• Adhering to Input behaviors
KEY RELATIONSHIPS
• Circle Head -Elite Vertical
• Ops Team (CET and DSDO)
• Training and Development
• Human Resources
KNOWLEDGE/SKILLS/ABILITIES:
• Strong relationship building capability
• Go-getter attitude
• Result orientation
• Passionate towards Sales
DESIRED QUALIFICATION AND EXPERIENCE
• Graduate with 5+ years of experience, at least 3 years’ experience in insurance sector
• Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
• Should have similar market exposure and experience in process driven, quality sales organizations
• Familiarity with skills in recruitment, driving sales and activation
ORG CHART: CEO→ DMD→Head Agency →Regional Manager / CVP & Head – Elite Vertical (dotted line) → Circle Head – Elite Vertical →ADM Elite Vertical
