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
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
