Job Description

Job Code:

Position

Sr .Associate Partner - Management

Reporting To

Office Head

Department

Agency

Function

Agency Sales

Location

Band

4A

Job Summary:

The incumbent will be responsible for:

• • Revenue targets of the unit
  • Productivity of the unit
  • Recruit, coach and develop ADMs and Agent Advisors
  • Adherence to Customer service standards

Key Responsibilities/ Key Deliverables:

Meet unit targets

• Achieve revenue targets
• Ensure FLS meeting WFYP Standards
• Supervise the activity plan of Sales
• Ensure that all ADMs and Agents under supervision perform as per the company’s rules and regulations

Track productivity measures as for the unit

• • YTD WFYP and GPA
  • Encourage Protection Sales and Cross-Sell
  • Augmenting MTD Active Agent
  • Recruitment & Sales Calls traction at ADM level
  • Agent and ADM retention
  • Maintaining 13th & 25th Month Persistency at 88%

Execute plans for growth of the agency

• Identify, interview and select new ADMs from natural market and by networking
• Ensure adherence to laid down sales and service standards for ADMs
• Conduct weekly performance review and planning (PRP) for ADMs
• Ensure retention of ADMs by formulating their development plans, meeting their training needs and communicating with them on a regular basis

Other responsibilities

• HO co-ordination
• Sales promotion activities
• Assist in overall running of the Office
• Strong Relationship Building and Cross-Functional Collaboration

Measures of Success:

• Achievement of business plan & GPA
• Recruitment / Development & Activisation of ADM as per plan
• Over All ADM meeting WFYP stds
• New ADM Success in the Unit
• ADM retention
• Number of EC/MDRT Qualifiers

Job Description

Job Code:

Position

Sr .Associate Partner - Management

Reporting To

Office Head

Department

Agency

Function

Agency Sales

Location

Band

4A

Job Summary:

The incumbent will be responsible for:

• • Revenue targets of the unit
  • Productivity of the unit
  • Recruit, coach and develop ADMs and Agent Advisors
  • Adherence to Customer service standards

Key Responsibilities/ Key Deliverables:

Meet unit targets

• Achieve revenue targets
• Ensure FLS meeting WFYP Standards
• Supervise the activity plan of Sales
• Ensure that all ADMs and Agents under supervision perform as per the company’s rules and regulations

Track productivity measures as for the unit

• • YTD WFYP and GPA
  • Encourage Protection Sales and Cross-Sell
  • Augmenting MTD Active Agent
  • Recruitment & Sales Calls traction at ADM level
  • Agent and ADM retention
  • Maintaining 13th & 25th Month Persistency at 88%

Execute plans for growth of the agency

• Identify, interview and select new ADMs from natural market and by networking
• Ensure adherence to laid down sales and service standards for ADMs
• Conduct weekly performance review and planning (PRP) for ADMs
• Ensure retention of ADMs by formulating their development plans, meeting their training needs and communicating with them on a regular basis

Other responsibilities

• HO co-ordination
• Sales promotion activities
• Assist in overall running of the Office
• Strong Relationship Building and Cross-Functional Collaboration

Measures of Success:

• Achievement of business plan & GPA
• Recruitment / Development & Activisation of ADM as per plan
• Over All ADM meeting WFYP stds
• New ADM Success in the Unit
• ADM retention
• Number of EC/MDRT Qualifiers