Job Summary
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving
revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development
of proven top performing advisors/ financial distributors
Key Responsibilities
- Identify the Top financial /General Insurance/Health Insurance distributors in the
assigned territory from the competition
- Pitch Agency Career Opportunity through Career Seminars /
Presentations / Meetings
- Understand the Top Advisor/ Business Associate value proposition, onboarding
process and regulations related to the same
- Hiring and Onboarding of Top Advisors and Business Associates post conducting
Career seminars and Presentation and meet the defined Recruitment plan
- Drive sales from the team of Top Advisors / Business Associates and Financial
distributors to meet the defined sales plans.
- Maintain Quality of sales by ensuring the Persistency standards of the channel
- Adherence to the desired input behaviors to drive Sales and Recruitment
- Periodically Train & Develop advisors for new product launches and
communicating any changes in company guidelines / policies.
- Managing field operations by coordinating with Operations and DSDO for sales
and Recruitment.
MEASURES OF SUCCESS
- Hiring and driving activation of Top
Advisors/Financial Distributors from
competition
- Career Seminars / Meetings with Top
Advisors/ Financial Distributors
- Meeting Sales and Recruitment Plan
consistently
- Persistency
- Advisor Productivity & Retention
- Adhering to Input behaviors
KEY RELATIONSHIPS
- Circle Head -Elite Vertical
- Ops Team (CET and DSDO)
- Training and Development
- Human Resources
Knowledge/Skills/Abilities
- Strong relationship building capability
- Go-getter attitude
- Result orientation
- Passionate towards Sales
Skills: agency development,insurance,agency leadership,relationship building,result orientation,distributors,life insurance,recruitment,sales
