Manager - Elite Vertical

Position ADM - Elite Vertical

Incumbent NA

Department Agency

Function Agency

Reporting to Circle Head – Elite Vertical

Band 4 / 4A

Location Multiple Locations – Pan India

Team size (D/I) NA

JOB SUMMARY

Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors

KEY RESPONSIBILITIES

• Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition

• Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings

• Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same

• Hiring and Onboarding of Top Advisors and Business Associates' post conducting Career seminars and Presentation and meet the defined Recruitment plan

• Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.

• Maintain Quality of sales by ensuring the Persistency standards of the channel

• Adherence to the desired input behaviors to drive Sales and Recruitment

• Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.

• Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

MEASURES OF SUCCESS

• Hiring and driving activation of Top Advisors/Financial Distributors from competition

• Career Seminars / Meetings with Top

Advisors/ Financial Distributors

• Meeting Sales and Recruitment Plan

consistently

• Persistency

• Advisor Productivity & Retention

• Adhering to Input behaviors

KEY RELATIONSHIPS

• Circle Head -Elite Vertical

• Ops Team (CET and DSDO)

• Training and Development

• Human Resources

KNOWLEDGE/SKILLS/ABILITIES:

• Strong relationship building capability

• Go-getter attitude

• Result orientation

• Passionate towards Sales

DESIRED QUALIFICATION AND EXPERIENCE

• Graduate with 5+ years of experience, at least 3 years' experience in insurance sector

• Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance

• Should have similar market exposure and experience in process driven, quality sales organizations

• Familiarity with skills in recruitment, driving sales and activation

ORG CHART: CEO→ DMD→Head Agency →Regional Manager / CVP & Head – Elite Vertical (dotted line) → Circle Head – Elite Vertical →ADM Elite Vertical

Position ADM - Elite Vertical

Incumbent NA

Department Agency

Function Agency

Reporting to Circle Head – Elite Vertical

Band 4 / 4A

Location Multiple Locations – Pan India

Team size (D/I) NA

JOB SUMMARY

Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors

KEY RESPONSIBILITIES

• Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition

• Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings

• Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same

• Hiring and Onboarding of Top Advisors and Business Associates' post conducting Career seminars and Presentation and meet the defined Recruitment plan

• Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.

• Maintain Quality of sales by ensuring the Persistency standards of the channel

• Adherence to the desired input behaviors to drive Sales and Recruitment

• Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.

• Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

MEASURES OF SUCCESS

• Hiring and driving activation of Top Advisors/Financial Distributors from competition

• Career Seminars / Meetings with Top

Advisors/ Financial Distributors

• Meeting Sales and Recruitment Plan

consistently

• Persistency

• Advisor Productivity & Retention

• Adhering to Input behaviors

KEY RELATIONSHIPS

• Circle Head -Elite Vertical

• Ops Team (CET and DSDO)

• Training and Development

• Human Resources

KNOWLEDGE/SKILLS/ABILITIES:

• Strong relationship building capability

• Go-getter attitude

• Result orientation

• Passionate towards Sales

DESIRED QUALIFICATION AND EXPERIENCE

• Graduate with 5+ years of experience, at least 3 years' experience in insurance sector

• Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance

• Should have similar market exposure and experience in process driven, quality sales organizations

• Familiarity with skills in recruitment, driving sales and activation

ORG CHART: CEO→ DMD→Head Agency →Regional Manager / CVP & Head – Elite Vertical (dotted line) → Circle Head – Elite Vertical →ADM Elite Vertical