Insurance Advisor

Job Description

Position

ADM - Elite Vertical

Incumbent

NA

Department

Agency

Function

Agency

Reporting to

Circle Head Elite Vertical

Band

4 / 4A

Location

Multiple Locations Pan India

Team size (D/I)

NA

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 Max-Life 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

DESIRED QUALIFICATION AND EXPERIENCE

Graduate with 5+ years of experience, at least 3 years experience in insurance sector

Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance

Should have similar market exposure and experience in process driven, quality sales organizations

Familiarity with skills in recruitment, driving sales and activation

ORG CHART: CEO DMDHead Agency Regional Manager / CVP & Head Elite Vertical (dotted line) Circle Head Elite Vertical ADM Elite Vertical

Job Types: Full-time, Permanent

Pay: 400,000.00 - 1,000,000.00 per year

Experience:

• Insurance sales: 5 years (Required)
• General Insurance Sales: 5 years (Required)
• Health Insurance distributors: 5 years (Required)

Location:

• Bengaluru, Karnataka (Required)

Willingness to travel:

• 25% (Required)

Work Location: In person

Speak with the employer
+91 9354840539