Circle Head

Job Description

Job Summary

Opportunity: 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/ Key Deliverables:

• 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 presentations 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 (Internal / External):

• Circle Head - Elite Vertical.
• Ops Team (CET and DSDO).
• Training and Development.
• Human Resources.

Desired Qualification and Experience Job Specifications:

• Graduate with 5 years of experience, at least 3 years experience in the 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.

Key Competencies/Skills Required:

• Strong relationship building capability.
• Go-getter attitude.
• Result orientation.
• Passionate towards Sales.

Locations

• CH, IN

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