Roles and Responsibilities
· Recruit Agency Partners and advisors
· Coordinate for the regulatory trainings
· Manage daily, weekly, and monthly choreography
· Conduct daily, weekly, and monthly Agency partner meetings
· Income and Goal setting exercise for the month
· Joint field work along with Agency partners and advisors to source insurance policy
· Drive business submission and issuances
· Clearance of pending cases for documentation and medicals as a part of the issuance process
· Train distribution on getting higher first time right % submission
· Achieve monthly objectives and targets
· Motivate advisors and Agency partners for various contest and sales enablers
· Daily update about the status of business and applicability in contest
· Maintain healthy relationship with all stakeholders like customers and distributors
· Work on opportunity of cross sell and upsell
· Focused effort to drive renewal premium collection
Desired Candidate Profile
Qualification: Graduate / MBA / PG
Experience: 3 to 4 years agency channel exposure in Life Insurance
Age Limit: 43 Years Max.
4 to 7 Lakhs plus Variables
