Manager - Elite Vertical

4 days ago

Mumbai, Maharashtra, India Max New York Life insurance Co Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year
Job Description

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

Locations: Mumbai, MH, IN

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