Agency Partner(Business Opportunity)

7 days ago

Pune, Maharashtra, India kotak life Full time

Please Note This is a Business Opportunity With Kotak Life Insurance

Company Description

Kotak Life Insurance (Kotak Mahindra Life Insurance Company Ltd.) is a major Indian life insurer, part of the respected Kotak Mahindra Group, providing diverse financial solutions like term, savings, retirement, and investment plans for financial security, known for its customer-centric approach, professional standards, and a commitment to building long-term trust through innovation and financial prudence for millions of customers across India.

Role Description

  1. Role:- You will be responsible for the recruitment and training of Life Advisors (LA). These life advisors will be under your supervision and you will be responsible for reviewing their performance, Sales targets and guidance for which you will be required to, inter-alia, have meetings with them on the 4 days of your employment every month.

  2. Yours duties & Responsibilities will be as under.

(a) Choose the appropriate LAs profiles & handhold them till they pass IRDA certification examination

(b) Focus exclusively on LA's monthly income by ensuring the LA has an adequate prospect / suspectfunnel, communicate reward schemes from time to time and enthuse the LA to qualify for reward schemes and contests.

(c) Guide and keep the LA morale high at all times by working on improving their skills , getting them totaste success and make them independent Life Advisors.

(d) Advise the Company on the LA performance, communicate to the LA on the desired versus actualperformance, give specific feedback, design action plan for performance improvement and review the plan execution.

(e) Train, Coach and mentor Life Advisors, through on the job and field and classroom coaching techniques.

(f) Instill customer orientation amongst the Life Advisors and enhance their financial quotient.

(g) Review the activities of the Life Advisors and jointly plan for business promotion and development of the Life Advisors.

(h) Develop content for Training of LAs.

Qualifications

  • Strong communication skills, presentation capabilities, and ability to build client relationships
  • Knowledge or willingness to understand financial products, insurance policies, and market trends
  • Strong organizational, time management, and problem-solving skills
  • Self-motivated and capable of working independently in a remote capacity
  • Previous experience in sales, customer service, or related fields is a plus
  • Proficiency in using digital tools and basic computer skills
  • Bachelor's degree or equivalent experience is preferred

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