Manager - Advisor Development and Retention Vertical

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Date: Apr 11, 2024

Location: Burdwan, WB, IN

Company: maxlifeins

About Max Life Insurance:

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.

As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.

For more information, please visit the Company's website at www.maxlifeinsurance.com

We Stand for:

Caring	A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.
Collaboration	A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization’s ask. A leader who addresses challenges with a solution oriented approach to create “win-win” partnerships within & outside teams through inspired cooperation and teamwork.
Customer Obession	A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.
Growth Mindset	An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.
People Leadership	A people’s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.

"Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."

Job Description
Position	Advisor Development & Retention Manager (ADRM)	Incumbent	NA
Department	Agency	Function	Agency
Reporting to	Cluster Head – Advisor Development and Retention	Band	4
Location	Multiple Locations – Pan India	Team size (D/I)	NA
JOB SUMMARY The Advisor Development and Retention Manager (ADRM) will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment. The ADRM will be responsible for month-on-month activation and retention of assigned advisors.
KEY RESPONSIBILITIES • Drive cross sales and new sales from the assigned team of Advisors • Drive Input behaviors with the assigned team of Advisors. • Meeting the sales plan numbers consistently and achieve the sales standards. • Maintain and improve the Sales Quality Standards by maintaining the Persistency standards. • Training and Development of the team of advisors for new product launches / revision in the existing policies. • Drive advisor attendance in Trainings and GO-meets.		MEASURES OF SUCCESS • New Business Premium Sourced • Advisor Activation & Productivity month on month • Cross-Sell Conversion • Meeting Persistency standards • Adhering to Input behaviors as per the defined standards Key Relationships • Advisors • Cluster Head – Advisor Development and Retention • Agency Office Head • Operations Team • Training and Development Knowledge/Skills/Abilities: • Strong relationship building capability • Result orientation • Collaborative working style • Passionate about Sales
Desired qualification and experience ▪ Graduate with 3+ years of experience, minimum experience of insurance sector 2 years ▪ Proven Sales Track Record in Insurance, preferably Life Insurance ▪ Experience in a cross-sell sales team ▪ Familiarity with skills in supervision & development of teams, strong networking
Org Chart: Vertical Head –> Regional Manager –> Cluster Head –> Advisor Development and Retention Manager

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