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Elite Manager

Amrit Consultancy

Bhopal · On-site Full-time Senior Yesterday

About the role

Key Responsibilities

  • Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
  • Pitch 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

Requirements

  • 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

Responsibilities

  • Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
  • Pitch 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.

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