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Senior Associate Partner - Agency Management
Date: Nov 13, 2024
Location:
Pune, MH, IN
Company:
maxlifeins
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 Specifications:
Educational Background: Graduate preferably with an MBA
Work Experience:
- If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people
- A graduate should have a minimum of 7-8 years of experience in the Insurance Industry
- Should have local market exposure and experience in process driven, quality sales organizations
|
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 Specifications:
Educational Background: Graduate preferably with an MBA
Work Experience:
- If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people
- A graduate should have a minimum of 7-8 years of experience in the Insurance Industry
- Should have local market exposure and experience in process driven, quality sales organizations
|