Um- Sikar- Agency-tied

Key Result Areas

Supporting Actions

To recruit good quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company.
- Create P 400s to identify probable list to pitch the career.
- Daily calling and fixing recruitment appointments and Scout for potential who can be effective advisors
- Make presentation on Career as an insurance advisor
- Follow-up for obtaining necessary documentation regularly
- Make sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing.

Ensure that the advisors achieve business targets set for them.
- Educate the advisor on the following

1. value proposition and create WIFME

2. compliance policy

3. Advisor compensation
- Do a goal setting on the advisor’s yearly/ monthly earning and draw up a monthly input /output plan
- Break down the plan according to the potential of the insurance advisors
- Keep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.
- Help sort out any problems faced by the advisors
- Review the plan weekly/monthly
- Assess training needs and train the advisor as and when required.

Provide on the job training & manage and monitor performance of Advisors so that they can achieve their goals.

Accompany the advisors on joint calls

Support advisors in designing solutions and advise customers

Making sure that the advisor is learning on the job

Prepare the advisors by having them to give dummy presentations to test their level of selling skills

Identify and motivate advisors for club membership. Etc

Monitor, review and guide their performance periodically

Ensure retention, adhere to productivity bench marks of advisors

Ensure participation of advisors in training and other developmental interventions

Have business related issues solved at branch level through RM or Operation staff.

Relationship Management

Maintain healthy & cordial relation with the advisor.

Regularly staying in touch with his advisor (in person) as well as using other modes of communication.

Regularly update the advisors about new product, schemes, clubs, etc.

Coordination with internal departments

Maintain renewals for the policies procured by team of Advisors to overall achieve the profitability of the team.

Constantly track the policies dates and follow up for renewals.

Update the Advisors with updated list of policies due for renewals.

Minimum Experience Level- 0 - 4 years

Job Qualifications