Sales Manager- Agency channel
2 days ago
Job Description:
Sales Manager- Agency
A. Position Summary:
Help build long term valuable Agency business by recruiting and developing the right Life Advisors- Protection, who
are distinguished by meaning and purpose to protect. Achieving business targets through retail distribution and by
finding, winning & retaining customers.
B. Key Responsibilities:
Recruitment of right Life advisors:
- Recruiting the right Life Protection advisors (LAs) who are distinguished by meaning & purpose to protect meeting
ideal LA specifications
- Develop various sources of LA hiring, including Conducting local activities & passionately promoting Agency as a
career.
Coaching, developing and supporting Life advisors:
- Ensuring that the new LAs pass IRDA exam and have good Company & product knowledge.
- Coach LAs on how to generate leads (prospecting); how to take appointments/ follow up on the leads etc.
- Joint field calls (JFC) and demonstration on the field to LAs- to ensure that they develop sound prospecting habits,
calling habits and work habits.
- Continuously working with LAs in the field to enable them to see initial success and subsequently engage, motivate
and develop them to do better- through providing timely feedback.
- Coach LAs on the importance of quality of advise and quality of sales
Meet Business Targets:
- Achievement of monthly, quarterly & yearly business plans
- Plan and complete at least 3 genuine sales/ recrt calls every day & update the same on Mobile rock .
- Maintain LA productivity as per business plan
- For guidance, supervision and control over the distributor ( Agent /IM ) under his/ her hierarchy in respect to their
life insurance business.
- For the quality of life insurance policies sourced by the distributor ( Agent /IM) under his/ her hierarchy.
- Vicariously responsible for all the acts of omission and commission by the distributor (Agent /IM ) under his/ her
hierarchy.
Develop a strong local reputation for quality of advice and business:
- Ensuring business is done in an ethical and honest manner which is in compliance to the IRDA norms
- Ensuring high quality of Advice and Sales through a strong Mindset of Quality, Customer centricity & Protection
orientation.
- Implementation of DPLI work processes and adhere to the business norms
Competencies and values:
Right attitudes and habits- Discipline & Hard Work
Sales Ability
Communication
Planning & Coaching
Sensitivity to customers' needs; care and service attitude
Values : Customer Focus, Trustworthiness, Mutual respect and winning
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