
Sales Lead – Financial Excellence
1 day ago
Key Responsibilities:
- Identify top-performing financial, general insurance, and health insurance distributors within assigned territories to outdo competitors.
- Promote Max-Life Agency Career Opportunities through informative seminars, presentations, and meetings.
- Understand the value proposition of top advisors/business associates, onboard them, and familiarize with related regulations.
- Hire and onboard top advisors and business associates following career seminars and meet defined recruitment plans.
- Drive sales from teams of top advisors, business associates, and financial distributors to meet established sales targets.
- Maintain high-quality sales by ensuring persistency standards across channels.
- Adhere to desired behaviors that drive sales and recruitment.
Metrics for Success:
- Hiring and activating top advisors/financial distributors from competitors.
- Career seminars/meetings with top advisors/financial distributors.
- Consistently meeting sales and recruitment plans.
- Persistency.
- Advisor productivity and retention.
- Adherence to input behaviors.
Essential Relationships:
- Circle Head - Elite Vertical.
- Operations Team (CET and DSDO).
- Training and Development.
- Human Resources.
Skill Requirements:
- Strong relationship-building capabilities.
- Go-getter attitude.
- Result-oriented approach.
- Passion for sales.
Desired Qualifications and Experience:
- Graduate with 5+ years of experience, at least 3 years in the insurance sector.
- Proven record of leading front-line sales in financial services, preferably in insurance.
- Familiarity with skills in recruitment, driving sales, and activation.
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