Sr. Associate Partner

1 month ago


Saharanpur, India Max Life Insurance Full time

Key Responsibilities

/ Key Deliverables:

Meet unit targets

Achieve revenue targets Ensure FLS meeting WFYP Standards Supervise the activity plan of Sales Ensure that all ADMs and Agents under supervision perform as per the company’s rules and regulations

Track productivity measures as for the unit

YTD WFYP and GPA Encourage Protection Sales and Cross-Sell Augmenting MTD Active Agent Recruitment & Sales Calls traction at ADM level Agent and ADM retention Maintaining 13th & 25th Month Persistency at 88%

Execute plans for growth of the agency

Identify, interview and select new ADMs from natural market and by networking Ensure adherence to laid down sales and service standards for ADMs Conduct weekly performance review and planning (PRP) for ADMs Ensure retention of ADMs by formulating their development plans, meeting their training needs and communicating with them on a regular basis

Other responsibilities

HO co-ordination Sales promotion activities Assist in overall running of the Office Strong Relationship Building and Cross-Functional Collaboration

Measures of Success:

Achievement of business plan & GPA Recruitment / Development & Activisation of ADM as per plan Over All ADM meeting WFYP stds New ADM Success in the Unit ADM retention Number of EC/MDRT Qualifiers

Job Specifications:

Educational Background: Graduate preferably with an MBA

Work Experience:

If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people A graduate should have a minimum of 7-8 years of experience in the Insurance Industry Should have local market exposure and experience in process driven, quality sales organizations

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