Cluster Head - Advisor Development & Retention
Date: Apr 27, 2024
Location: Pune, MH, IN
Company: maxlifeins
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Job Description |
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Position |
Cluster Head - Advisor Development & Retention |
Incumbent |
NA |
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Department |
Agency |
Function |
Agency |
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Reporting to |
Regional Manager – Advisor Development and Retention |
Band |
4A |
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Location |
Multiple Locations – Pan India |
Team size (D/I) |
10 |
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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. |
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• 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.
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• 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
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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 |
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Org Chart: Vertical Head –> Regional Manager –> Cluster Head –> Advisor Development and Retention Manager |
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|
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 |
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Org Chart: Vertical Head –> Regional Manager –> Cluster Head –> Advisor Development and Retention Manager |
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