Cluster Head - Advisor Development and Retention Vertical
Date: Mar 27, 2025
Location: Kolkata, 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.
|
Job Description |
|||
|
Position |
Cluster Head - Advisor Development & Retention |
Incumbent |
NA |
|
Department |
Agency |
Function |
Agency |
|
Reporting to |
Regional Manager – Advisor Development and Retention |
Band |
4A |
|
Location |
Multiple Locations – Pan India |
Team size (D/I) |
10 |
|
JOB SUMMARY Cluster Head will be managing a team of 10 Advisor Development and Retention Managers (ADRMs). The ADRMs will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment. The Cluster Head will supervise the team of ADRMs and will drive month-on-month activation and retention of assigned advisors. |
|||
|
• Drive Input behaviors with the assigned team of ADRMs and Advisors.
• Drive cross sales and new sales from the assigned team of ADRMs and advisors. • Meeting the sales plan numbers consistently • Maintain and improve the Sales Quality Standards by maintaining the Persistency standards. • Training and Development of the team of ADRMs, advisors for new product launches / revision in the existing policies. • Drive advisor attendance in Trainings and GO-meets.
• Work with other functions / departments and work towards solving roadblocks faced by team of ADRMs and advisors.
|
• New Business Premium Sourced • Advisor Activation & Productivity month on month • Cross-Sell Conversion • Meeting Persistency standards • ADRMs meeting standards • Adhering to Input behaviors as per the defined standards
• Advisors • Advisor Development and Retention Managers (ADRMs) • Regional Manager – Advisor Development and Retention • Agency Office Head • Operations Team • Training and Development
Knowledge/Skills/Abilities: • Strong relationship building capability • Go-getter attitude • Result orientation • Collaborative working style • Passionate about Sales • Ability operate in a challenging, changing environment
|
||
|
Desired qualification and experience ▪ Graduate with 5+ years of experience, minimum experience of insurance sector 3 years ▪ Proven Sales Track Record in Insurance, preferably Life Insurance ▪ Experience in a cross-sell sales team ▪ Experience in leading teams ▪ Should have similar market exposure and experience in process driven, quality sales organizations ▪ Familiarity with skills in supervision & development of teams, strong networking |
|||
|
Org Chart: Vertical Head –> Regional Manager –> Cluster Head –> Advisor Development and Retention Manager |
|||