Partner - Office Head

Date: Feb 21, 2025

Location: Jaipur, RJ, IN

Company: maxlifeins

Job Description

Job Code:

 

Position

 

Partner – Office Head

Reporting To

Regional Manager

Department

 

Agency

Function

Agency Sales

Location

 

Almora

Band

3

Job Summary:

  • Responsible for productivity of the Agency Office
  • Agent Recruitment and Development
  • Attaining sales goals, delivering exceptional customer service, and growing the office's revenues YoY

 

Key Responsibilities/ Key Deliverables:

  • To meet the revenue targets for the Branch
  • To track the productivity measures as per the GPA : Premium per agent , case rate , persistency, Paid cases per agent , CSG Calls , Retention Rate and annual WFYPstandards.
  • To identify ,interview  and  select  new Agency Development Managers
  • Conduct weekly performance review (PRP) for ADMs
  • To ensure retention of FLS by  formulating their development plans , meeting their training needs and communicating with them on a regular basis .
  • Maximise Profitability by utilizing Protection Sales and Cross-Sell
  • Monitoring Employee parameters like Overall ADM meeting WFYP Standards and New ADM Success
  • Supervise the activity plan of ADM & Agents to ensure that these are  fulfilled as per the desired standards
  • To ensure that all FLS and Agents under supervision perform as per the company’s rules and regulations
  • Taking care of Customer parameters in the shape of 13th & 25th month persistency
  • Taking care of MTD Active agent Manmonths

 

Measures of Success:

  • GPA
  • AFYP
  • Case Active Rate
  • Recruitment (ADM/Agent/AM)
  • Retention (ADM/Agent/AM)
  • Variable – AAP/AM Plan Achievement (Recruitment/Sales)
  • Cross Sell plan ach.
  • Super Star Agent plan ach.
  • Persistency
  • Over All ADM meeting WFYP stds
  • ADM Promotions

Job Specifications:

 

Education & Experience:

  • Graduate preferably with an MBA
  • 7-10  years of experience in  sales and sales management ,recruitment , supervision and development of people
  • Should have  local market exposure and experience in process driven ,quality sales system organizations                                            

 

Knowledge & Skill Matrix:

  • Familiarity with local market
  • Skills in recruitment, supervision & development of teams
  • Result orientation
  • Strong network
  • Demonstrated ability in leading people
  • Achievement Orientation

 

 

 

Job Description

Job Code:

 

Position

 

Partner – Office Head

Reporting To

Regional Manager

Department

 

Agency

Function

Agency Sales

Location

 

Almora

Band

3

Job Summary:

  • Responsible for productivity of the Agency Office
  • Agent Recruitment and Development
  • Attaining sales goals, delivering exceptional customer service, and growing the office's revenues YoY

 

Key Responsibilities/ Key Deliverables:

  • To meet the revenue targets for the Branch
  • To track the productivity measures as per the GPA : Premium per agent , case rate , persistency, Paid cases per agent , CSG Calls , Retention Rate and annual WFYPstandards.
  • To identify ,interview  and  select  new Agency Development Managers
  • Conduct weekly performance review (PRP) for ADMs
  • To ensure retention of FLS by  formulating their development plans , meeting their training needs and communicating with them on a regular basis .
  • Maximise Profitability by utilizing Protection Sales and Cross-Sell
  • Monitoring Employee parameters like Overall ADM meeting WFYP Standards and New ADM Success
  • Supervise the activity plan of ADM & Agents to ensure that these are  fulfilled as per the desired standards
  • To ensure that all FLS and Agents under supervision perform as per the company’s rules and regulations
  • Taking care of Customer parameters in the shape of 13th & 25th month persistency
  • Taking care of MTD Active agent Manmonths

 

Measures of Success:

  • GPA
  • AFYP
  • Case Active Rate
  • Recruitment (ADM/Agent/AM)
  • Retention (ADM/Agent/AM)
  • Variable – AAP/AM Plan Achievement (Recruitment/Sales)
  • Cross Sell plan ach.
  • Super Star Agent plan ach.
  • Persistency
  • Over All ADM meeting WFYP stds
  • ADM Promotions

Job Specifications:

 

Education & Experience:

  • Graduate preferably with an MBA
  • 7-10  years of experience in  sales and sales management ,recruitment , supervision and development of people
  • Should have  local market exposure and experience in process driven ,quality sales system organizations                                            

 

Knowledge & Skill Matrix:

  • Familiarity with local market
  • Skills in recruitment, supervision & development of teams
  • Result orientation
  • Strong network
  • Demonstrated ability in leading people
  • Achievement Orientation