Branch Success Coach

6 days ago

Navi Mumbai Mumbai City Mumbai, India Lineup Manpower Solutions Private Limited Full time
Job Description

Branch Success Coach (BSC)

Department: Agency

Location: Central Office Mumbai (Work-from-Office)

Reports To: BSC Lead

Type: Full-time | Fixed Daytime Working Hours

Role Overview

The Business Success Coach (BSC) will coach and enable newly recruited Branch Managers (BMs) throughout

their critical onboarding and early performance period (first 180 days). The BSC will work with 5-10 BMs on an

ongoing basis. He/ She will as a dedicated single point of contact for each new BMdriving performance, and

instilling a culture of accountability, activity focus, and execution discipline. The role requires balancing hands-on

enablement with rigorous governance to ensure each BM achieves targeted recruitment, activation, and sales

milestones.

Key Skills & Competencies

Proven track record in life insurance sales, branch management, or sales training

Strong coaching and mentoring skillsable to influence outcomes virtually and on-ground

Ability to translate data insights into actionable execution plans

Excellent communication, interpersonal, and stakeholder management skills

High accountability mindset with a balance of empathy and performance push

Comfortable with digital tools, dashboards, and virtual collaboration platforms

Key Responsibilities

A. BM Enablement Support

Coach on conducting impactful BOPs, customer meets, and community outreach activities

Provide best-practice playbooks for recruitment, activation, and retention of field force

Support BMs in executing branch-level marketing initiatives (health camps, advisor meets, etc.).

B. Capability Building

Guide BMs on building their ARDM, EIM, and CDA pipelines and improving activation

Ensure timely completion of all BM onboarding modules and branch induction milestones

Deliver micro-coaching sessions on recruitment logic, advisor engagement, and product pitching.

Facilitate role-play simulations for objection handling and high-stakes customer/ advisor meetings

C. Performance Tracking & Governance

Conduct structured daily virtual connects with each new BM as per defined sales and recruitment

outputs

Track BM input and output metrics on recruitment and sales funnel

Flag performance red zones early and coordinate interventions with RM/ZM.

Maintain detailed logs, observations, and weekly progress summaries

KPIs:

Sales and Recruitment activation of new BM

Branch Performance on input and output parameters

Recruitment and activation from network prospects of new BM

Branch Funnel Hygiene on business and recruitment

Experience

8+ years of experience in life insurance branch management, sales leadership, or training

Prior role as Branch Manager, Agency Manager, or Sales Trainer preferred

Graduate (minimum); certifications in insurance or sales training are an advantage.

Fluent in Hindi and English (regional language skills required as per region)

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