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.
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
Job Title
Manager/Sr. Manager
Location
Branch Name
Department
Distribution Capability Centre
Function
DCC – Agency Training
Reporting to
Title of reporting manager
Band
5B/4 and 4A
Function Summary
DCC (Distribution Capability Development) Department is dedicated to equipping all sales employees with the essential knowledge and product skills across the company’s diverse financial product offerings.
The department’s primary objective is to empower the sales channels, ensuring that they possess the expertise needed to position the organization as the leading insurance firm in India. By focusing on continuous development, this department drives internal mobility for training employees across various verticals, fostering their personal growth while simultaneously enhancing the growth and success of the firm’s sales teams. This dynamic approach supports a thriving ecosystem where both employees and the organization are set on a path of mutual progress and achievement.
Job Summary
Experienced Trainer with a strong background in the life insurance sector, specializing in developing and delivering impactful training programs for employees and agents. Skilled in product knowledge, sales training, and compliance, with a focus on improving performance and achieving organizational goals. Adept at identifying training needs, creating engaging learning content, and measuring the effectiveness of training initiatives. Passionate about fostering continuous learning and development to drive success within the team and enhance customer service and sales outcomes.
Key Responsibilities
Conduct training modules for Agent Advisors and ADMs
Conducting induction and on-boarding training programs
Training on selling skills
Training on all MLI Insurance products and processes
Training on all MLI Digital tools and Assets
All other training programs as outlined in the Agent and ADM learning journey
Conducting GID’s and IID’s
Conducting PRP and FOD as and when required
Conducting training in blended delivery format
Delivering training in accordance with the learning journey design and blended delivery format – classroom training and/or virtual trainings
Developing facilitation skills and virtual delivery skills to ensure seamless training delivery across all sessions
Administrative
Manager-trainer to drive adoption of the digital learning platform across all roles
Responsible for driving digital assessments amongst Agents and ADMs
Responsible for driving self-learning among Agents and ADMs
Responsible for calendaring and effectively planning all training sessions with the OH / OHs
Responsible for delivering all training adhering to the training calendar designed
Responsible for driving business performance of all learners
Responsible to drive attendance to all training sessions
Responsible to capture attendance in TMS/ELM within the stipulated time defined
Responsible to coordinate with the OH / OHs in calendaring all training sessions for an office
Responsible to plan travel for training sessions in various locations as required
Look after training logistics
Schedule training sessions
Ensure wider participation of agents in programs
Ensure set-up of SMART Classroom is in place before commencing a session
Monitor progress of agents on a continuous basis
Seek regular feedback from agents, Sales Managers, Partner and Managing Partner
Ensure that agents follow moral and ethical standards when dealing with clients
Monitor Agent development
Update training material
Review present training material
Scan environment
Incorporate feedback from Agents, Customers, SMs, Ps, MPs
Ensure that the agents get updated and continuous information on MLI products
Facilitate self- development of agents
Key skills required
Industry Knowledge: Strong understanding of life insurance products, regulations, and market trends.
Communication Skills: Ability to explain complex concepts clearly and engage with a diverse audience.
Presentation Skills: Skilled in creating and delivering effective training sessions and workshops.
Coaching and Mentoring: Ability to guide and motivate employees, helping them improve their skills and performance.
Product Knowledge: Deep knowledge of life insurance policies, claims processes, underwriting, and sales techniques.
Training Development: Experience in designing training materials, modules, and assessments tailored to the audience's needs.
Adaptability: Ability to adjust training methods and content to fit different learning styles and levels.
Sales Skills: Familiarity with sales techniques, as training often focuses on improving sales performance within the life insurance space.
Problem-Solving Skills: Ability to address any performance issues or knowledge gaps in trainees effectively.
Technology Proficiency: Familiarity with e-learning platforms, learning management systems (LMS), and other training tools.
Interpersonal Skills: Strong relationship-building skills to connect with trainees and collaborate with other departments.
Assessment and Feedback: Ability to assess trainee progress and provide constructive feedback for improvement.
Desired qualification and experience
Graduate in any discipline
At least 2-3 years in sales and 3-4 years in conducting sales training, life insurance domain would be a plus
About Axis Max Life Insurance
Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.
#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
