Manager-Elite Vertical - Jaipur - GO

Job Description Position Manager - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head – Elite Vertical Band 4 / 4A Location Multiple Locations – Pan India Team size (D/I) NA JOB SUMMARY Responsible for hiring, developing and driving sales from ...

Job description

Job Description Position Manager - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head – Elite Vertical Band 4 / 4A Location Multiple Locations – Pan India Team size (D/I) NA JOB SUMMARY 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

• Identify the Top Life Insurance /General Insurance/Health Insurance/Mutual Fund/CAs 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 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 partners 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

● Should have handled top distributors like MDRT, COTs


ORG CHART:
CEO  DMD Head Agency  Regional Manager / CVP & Head – Elite Vertical (dotted line)   Circle Head – Elite Vertical  Manager Elite Vertical

Job Description Position Manager - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head – Elite Vertical Band 4 / 4A Location Multiple Locations – Pan India Team size (D/I) NA JOB SUMMARY 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

• Identify the Top Life Insurance /General Insurance/Health Insurance/Mutual Fund/CAs 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 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 partners 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

● Should have handled top distributors like MDRT, COTs


ORG CHART:
CEO  DMD Head Agency  Regional Manager / CVP & Head – Elite Vertical (dotted line)   Circle Head – Elite Vertical  Manager Elite Vertical