Insurance Sales Officer

**1.** **JOB PURPOSE**

(Summarize in one statement why the job exists; and how it contributes to the overall objective of the company)

Responsible for profitable business delivery and growth for the assigned geography with the designated sales force, ensuring the quality recruitment of part time employees and responsible to develop & train them to deliver the result to meet the organisation expectation.

**2.** **ORGANISATIONAL CHART**

(First level reporting chart for the job)

**Comments**:

- Numerical figure represents the total number of incumbents in the role

**3.** **PRINCIPAL ACCOUNTABILITIES**

(Accountabilities associated with the job)

1. To build a robust and profitable distribution network PTE/IC/ Distributers.

2. To plan and execute sales and marketing activities for meeting the assigned business target

3. To ensure activation and desired productivity levels of the PTE/IC/ Distributers in the team.

4. To establish a performance culture in the team, through regular performance evaluation / reviews and robust monitoring mechanisms

5. To take initiative for team’s development through productivity improvement drives and /or training programs to enable them to achieve / exceed their assigned business targets.

6. To ensure compliance and implementation of desired business practice for quality business procurement.

7. Training & Development - Ensure the Product training to the part time employees and resolving the queries as when they need it.

8. Helping with call demonstration to HNI clients with part time employees,

9. Tracking the performance of part time sales force on regular basis.

10. Responsible for quality team development and playing important role in expanding the market.

11. Being at new Channel the job is also responsible for the productivity and need to improved market share in the Region

**4.** **MAJOR CHALLENGES**

(Challenges faced on an on-going basis in carrying out the job)
- Getting all pending documents from the part time sales force to issue policy within timelines.
- Setting up the distribution with specific focus on desired product

**5.** **DECISIONS**

(Key decisions taken by job holder at his/her end)

Following decisions are taken by the role (within the allocated budget and in compliance with regulatory requirements):

- Part time sales force Recruitment
- Salary decision.
- Training to part time sales force
- Product Training
- Orientation
- Customer Meeting with part time employees.

**6.** **INTERACTIONS**

(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)

**Internal Clients**

**Roles you need to interact with inside the organization to enable success in your day to day work**
- Regional Sales Team: Policy related required documents for operational efficiency.
- Operations: Policy related required documents for operational efficiency.

**External Clients**

**Roles you need to interact with outside the organization to enable success in your day to day work**
- part time employees
- Clients
- Competitor.

**7.** **DIMENSIONS**

(Key numerical data which will reflect the scope and scale of activities concerning this job)

**Financial Dimensions (FY 22)**

(These should be quantifiable numerical amounts)
- NA

**Other Dimensions (FY 22)**

(Significant volume dimensions associated with the job)
- Total Team Size: 0
- Number of Direct Reports: 0

**8.** **SKILLS AND KNOWLEDGE**

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)

**Educational Qualifications**
- a)_ _Qualifications_
- Must have: Minimum Graduate, MBA (Marketing) preferred
- b)_ _Work Experience_
- Overall 5-7 years of experience.
- Life Insurance background in Agency/ Direct channel with exposure into Pension products.
- 5-7 yrs of experience with minimum 3 yrs. in a team handling role.

Pay: ₹15,699.46 - ₹30,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Thane, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- BFSI Sales: 2 years (preferred)
- Insurance sales: 1 year (preferred)

License/Certification:

- IRDA License (preferred)

**Speak with the employer**
+91 9630328706