Um- Sikar- Agency-tied

Agency Sales - Tied
- UM- Sikar
- Agency-Tied
- Location: 20RJSIK01, Sikar-
- 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 advisorsMake presentation on Career as an insurance advisorFollow-up for obtaining necessary documentation regularlyMake 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 planBreak down the plan according to the potential of the insurance advisorsKeep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.Help sort out any problems faced by the advisorsReview the plan weekly/monthlyAssess 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