Manager - Advisor Development and Retention Vertical
Date: May 12, 2024
Location: Nashik, MH, IN
Company: maxlifeins
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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
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Job Description |
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Position |
Advisor Development & Retention Manager (ADRM) |
Incumbent |
NA |
Department |
Agency |
Function |
Agency |
Reporting to |
Cluster Head – Advisor Development and Retention |
Band |
4 |
Location |
Multiple Locations – Pan India |
Team size (D/I) |
NA |
JOB SUMMARY The Advisor Development and Retention Manager (ADRM) will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment. The ADRM will be responsible for month-on-month activation and retention of assigned advisors. |
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• Drive cross sales and new sales from the assigned team of Advisors • Drive Input behaviors with the assigned team of Advisors. • Meeting the sales plan numbers consistently and achieve the sales standards. • Maintain and improve the Sales Quality Standards by maintaining the Persistency standards. • Training and Development of the team of advisors for new product launches / revision in the existing policies. • Drive advisor attendance in Trainings and GO-meets.
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MEASURES OF SUCCESS • New Business Premium Sourced • Advisor Activation & Productivity month on month • Cross-Sell Conversion • Meeting Persistency standards • Adhering to Input behaviors as per the defined standards
• Advisors • Cluster Head – Advisor Development and Retention • Agency Office Head • Operations Team • Training and Development
Knowledge/Skills/Abilities: • Strong relationship building capability • Result orientation • Collaborative working style • Passionate about Sales |
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Desired qualification and experience ▪ Graduate with 3+ years of experience, minimum experience of insurance sector 2 years ▪ Proven Sales Track Record in Insurance, preferably Life Insurance ▪ Experience in a cross-sell sales team ▪ Familiarity with skills in supervision & development of teams, strong networking |
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Org Chart: Vertical Head –> Regional Manager –> Cluster Head –> Advisor Development and Retention Manager |