Regional-Head Advisor Development & Retention Vertical
Date: Apr 4, 2024
Location: New Delhi, DL, IN
Company: maxlifeins
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Job Description |
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Position |
Regional Head – ReYOUNITED |
Incumbent |
NA |
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Department |
Agency |
Function |
Agency |
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Reporting to |
Vertical Head |
Band |
3 / 3A |
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Location |
Multiple Locations – 10 Regions |
Team size (D/I) |
100 + (Dotted Line) |
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JOB SUMMARY This role presents an opportunity to lead the ‘Advisor Development and Retention Vertical’ under Agency Distribution. This Vertical is a dedicated vertical under Agency Channel, focusing on development and retention of advisors. The incumbent will lead a team of up to 10 Cluster Heads and ADRMs (Advisor Development and Retention Managers). They will be responsible for month-on-month activation and retention of assigned advisors. |
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• Work towards setting up of systems and processes in the respective Region • Build an effective and stable team of Cluster Heads and ADRMs and ensure timely fulfillment of open positions • Drive Input behaviors at Cluster Heads and ADRM level • Drive cross-sales and achieve sales plan from the assigned team of ADRMs • Maintain and improve the Sales Quality Standards by maintaining the Persistency standards • Managing Training and Development of the team on new /vintage product & Dormant AA revival process.
• Drive reassigned advisor attendance in Trainings and office-meets • Mentoring team for activating reassigned pool of advisors • Alignment with support functions (working with & through others)
• Managing relationships with respective RM’s in agency(High Stakeholder Management) • Manage compliance and financial risks |
• New Business Premium Sourced • Dormant Advisor Activation & Productivity month on month • Cross-Sell Conversion • Meeting Persistency standards • Cluster Head, ADRMs meeting standards • Adhering to Input behaviors as per the defined standards
• Advisors • Advisor Development and Retention Managers (ADRMs) • Cluster Head – Advisor Development and Retention • 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
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Desired qualification and experience ▪ MBA / Post graduate with 15+ years of experience, minimum 10 years’ experience in Life Insurance/Financial Services sector ▪ Should have similar market exposure and experience in process driven, quality sales organizations ▪ Proven sales track record in Insurance, preferably Life Insurance (Agency, Banca, Direct Client) ▪ Experience in a cross-sell sales team ▪ Experience in leading multiple location teams ▪ Familiarity with skills in supervision & development of teams, strong networking |
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Org Chart: Head – ReYOUNITED –> Regional Manager –> Cluster Head –> Advisor Development and Retention Manager |
|||
|
Job Description |
|||
|
Position |
Regional Head – ReYOUNITED |
Incumbent |
NA |
|
Department |
Agency |
Function |
Agency |
|
Reporting to |
Vertical Head |
Band |
3 / 3A |
|
Location |
Multiple Locations – 10 Regions |
Team size (D/I) |
100 + (Dotted Line) |
|
JOB SUMMARY This role presents an opportunity to lead the ‘Advisor Development and Retention Vertical’ under Agency Distribution. This Vertical is a dedicated vertical under Agency Channel, focusing on development and retention of advisors. The incumbent will lead a team of up to 10 Cluster Heads and ADRMs (Advisor Development and Retention Managers). They will be responsible for month-on-month activation and retention of assigned advisors. |
|||
|
• Work towards setting up of systems and processes in the respective Region • Build an effective and stable team of Cluster Heads and ADRMs and ensure timely fulfillment of open positions • Drive Input behaviors at Cluster Heads and ADRM level • Drive cross-sales and achieve sales plan from the assigned team of ADRMs • Maintain and improve the Sales Quality Standards by maintaining the Persistency standards • Managing Training and Development of the team on new /vintage product & Dormant AA revival process.
• Drive reassigned advisor attendance in Trainings and office-meets • Mentoring team for activating reassigned pool of advisors • Alignment with support functions (working with & through others)
• Managing relationships with respective RM’s in agency(High Stakeholder Management) • Manage compliance and financial risks |
• New Business Premium Sourced • Dormant Advisor Activation & Productivity month on month • Cross-Sell Conversion • Meeting Persistency standards • Cluster Head, ADRMs meeting standards • Adhering to Input behaviors as per the defined standards
• Advisors • Advisor Development and Retention Managers (ADRMs) • Cluster Head – Advisor Development and Retention • 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
|
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|
Desired qualification and experience ▪ MBA / Post graduate with 15+ years of experience, minimum 10 years’ experience in Life Insurance/Financial Services sector ▪ Should have similar market exposure and experience in process driven, quality sales organizations ▪ Proven sales track record in Insurance, preferably Life Insurance (Agency, Banca, Direct Client) ▪ Experience in a cross-sell sales team ▪ Experience in leading multiple location teams ▪ Familiarity with skills in supervision & development of teams, strong networking |
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Org Chart: Head – ReYOUNITED –> Regional Manager –> Cluster Head –> Advisor Development and Retention Manager |
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