Increase Established Agent Advisor Retention & productivity
Develop single point relationship with the Top Performing AA’s to enhance agent retention
Drive Cross Sell to leverage the existing customer base through overall cross sell initiative and campaigns.
Drive and Improve Sr ADM and above productivity
Leverage Business Insurance and NRI Sales to improve productivity.
Leverage Channels (AAP & CEIP) to drive productivity and growth in a Sr ADM and above as well as agent advisor segment.
Drive the agency for recognition and rewards platform
Drive them for council and MDRT recognitions.
KEY RESPONSIBILITIES:
Establish and develop relationships with Agents, Managing Partner, Associate Partners, Sales Managers and strategize about how to drive sales within the available product range and territory based on regional planning.
Identify, educate, train and support Top AA contributors and Sr ADM’s and Above and be reactive to their needs.
Identify and maintain a list of 75-100 focus agents/ and All Sr ADMand above who are willing and able to increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential, product bias and location.
Develop Ad hoc presentation explaining selling related concepts.
Develop presentation skills and product expertise in order to educate and motivate agent and field management on their product line with Sale Stories and BI & NRI (includes industry training and conference)
Hold workshops & seminars.
Support agent by collecting and communicating product competitiveness data and leverage AAP & CEIP Channels for higher produictivity.
MEASURES OF SUCCESS:
Adj MFYP – Cross Sell
Sr ADM & Above MFYP Standard
Adj MFYP – Business Insurance and NRI
MDRT/EC/CEO Council Targets
AAP and CEIP Active
Qualifying Criteria & Who can apply:
Graduate preferably with an MBA degree
Should be G3/M3 in last Performance cycle
Should have been in the current role for 15 months and above
KNOWLEDGE / SKILLS / ABILITIES
High level of relation making skills and ability to build trust
High level of action orientation and learning skills
Ability to role model Max Life Insurance way of working
Ability to work under pressure
Good product knowledge and sales process knowledge
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.
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."
Career Opportunities
Job Code: LPC -SI Date of Posting:
Position
Sr Associate Partner/Associate Partner
No. Of Positions
1
Department
Agency
Function
Agency
Reporting to
Zone Head – LPC
Band
4A/4B
Locations
Last date of application
JOB SUMMARY
Increase Established Agent Advisor Retention & productivity
Develop single point relationship with the Top Performing AA’s to enhance agent retention
Drive Cross Sell to leverage the existing customer base through overall cross sell initiative and campaigns.
Drive and Improve Sr ADM and above productivity
Leverage Business Insurance and NRI Sales to improve productivity.
Leverage Channels (AAP & CEIP) to drive productivity and growth in a Sr ADM and above as well as agent advisor segment.
Drive the agency for recognition and rewards platform
Drive them for council and MDRT recognitions.
KEY RESPONSIBILITIES:
Establish and develop relationships with Agents, Managing Partner, Associate Partners, Sales Managers and strategize about how to drive sales within the available product range and territory based on regional planning.
Identify, educate, train and support Top AA contributors and Sr ADM’s and Above and be reactive to their needs.
Identify and maintain a list of 75-100 focus agents/ and All Sr ADMand above who are willing and able to increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential, product bias and location.
Develop Ad hoc presentation explaining selling related concepts.
Develop presentation skills and product expertise in order to educate and motivate agent and field management on their product line with Sale Stories and BI & NRI (includes industry training and conference)
Hold workshops & seminars.
Support agent by collecting and communicating product competitiveness data and leverage AAP & CEIP Channels for higher produictivity.
MEASURES OF SUCCESS:
Adj MFYP – Cross Sell
Sr ADM & Above MFYP Standard
Adj MFYP – Business Insurance and NRI
MDRT/EC/CEO Council Targets
AAP and CEIP Active
Qualifying Criteria & Who can apply:
Graduate preferably with an MBA degree
Should be G3/M3 in last Performance cycle
Should have been in the current role for 15 months and above
KNOWLEDGE / SKILLS / ABILITIES
High level of relation making skills and ability to build trust
High level of action orientation and learning skills
Ability to role model Max Life Insurance way of working
Ability to work under pressure
Good product knowledge and sales process knowledge
