Digital Sales Manager

Job Description

Job Title

Digital Sales Manager/ Sr. Digital Sales Manager

Location

Department

Agency

Function

Digital Agency

Reporting to

Digital Area Manager

Band

5B/4

Function Summary

The Digital Agency Channel is a modern distribution model where insurance products are sold through digitally empowered Advisors. These Advisors act as intermediaries between the insurance company and customers, facilitating policy sales, offering advisory services, and providing post-sale support. This model is designed to enhance customer experience, particularly in markets where digital solicitation is preferred. Through this channel, advisors also support customers in,

Resolving policy service need

Renewal collection to resolve policy holder’s service needs, Cross sale opportunity.  

Job Summary:

Responsible for

• 
  
  
  
  • Advisor Recruitment
  
  
  • Advisor Development
  
  
  • Advisor Activation & Meeting WFYP Targets
  
  
  • Conducting Career Seminars for Advisors
  
  
  • Advisor Engagement
  
  
  
  

Key Responsibilities/ Key Deliverables:

Advisor Recruitment  

• Lead the recruitment of insurance advisors as per the annual goal sheet


• Actively engage with prospects through natural market outreach and close leads provided via structured digital campaigns

• Conduct Career Seminar of prospects


• Ensure timely completion of onboarding milestones including IC-38 certification, URN generation, and first sale

Advisor Development  

• Development of advisor prospecting habits, calling habits and work habits.   


• Work with Advisor on planning and reviewing of activities and goals.


• Identify the training needs of the Advisor and work with Trainers to improve the same  

Advisor Activation & Meeting WFYP Targets 

• Achievement of monthly, quarterly & yearly business plans.  


• Improve Advisor productivity & persistency by regular PRP/IID/GID etc.


• Coordinate with sales tele-callers to support lead conversion and sales closures.


• Enable hybrid sales journeys (online + offline) for first-time sales.

Advisor Engagement

• Conduct webinars, app-based training, and digital engagement activities.


• Promote advisor app usage and ensure training completion.  

Customer Centricity

• Be AMLI brand ambassador & a customer champion  


• Follow AMLI sales practice to develop deep customer loyalty  


• Hold periodical customer meet to understand customer pulse & need


• Ensure customer queries are responded to satisfactorily as per AMLI standard.

Measures of Success:

• Advisor recruitment count


• Advisor activation rate


• Advisor training completion


• App usage & adoption


• Premium per advisor


• Campaign lead conversion %


• Advisor retention

Job Description

Job Title

Digital Sales Manager/ Sr. Digital Sales Manager

Location

Department

Agency

Function

Digital Agency

Reporting to

Digital Area Manager

Band

5B/4

Function Summary

The Digital Agency Channel is a modern distribution model where insurance products are sold through digitally empowered Advisors. These Advisors act as intermediaries between the insurance company and customers, facilitating policy sales, offering advisory services, and providing post-sale support. This model is designed to enhance customer experience, particularly in markets where digital solicitation is preferred. Through this channel, advisors also support customers in,

Resolving policy service need

Renewal collection to resolve policy holder’s service needs, Cross sale opportunity.  

Job Summary:

Responsible for

• 
  
  
  
  • Advisor Recruitment
  
  
  • Advisor Development
  
  
  • Advisor Activation & Meeting WFYP Targets
  
  
  • Conducting Career Seminars for Advisors
  
  
  • Advisor Engagement
  
  
  
  

Key Responsibilities/ Key Deliverables:

Advisor Recruitment  

• Lead the recruitment of insurance advisors as per the annual goal sheet


• Actively engage with prospects through natural market outreach and close leads provided via structured digital campaigns

• Conduct Career Seminar of prospects


• Ensure timely completion of onboarding milestones including IC-38 certification, URN generation, and first sale

Advisor Development  

• Development of advisor prospecting habits, calling habits and work habits.   


• Work with Advisor on planning and reviewing of activities and goals.


• Identify the training needs of the Advisor and work with Trainers to improve the same  

Advisor Activation & Meeting WFYP Targets 

• Achievement of monthly, quarterly & yearly business plans.  


• Improve Advisor productivity & persistency by regular PRP/IID/GID etc.


• Coordinate with sales tele-callers to support lead conversion and sales closures.


• Enable hybrid sales journeys (online + offline) for first-time sales.

Advisor Engagement

• Conduct webinars, app-based training, and digital engagement activities.


• Promote advisor app usage and ensure training completion.  

Customer Centricity

• Be AMLI brand ambassador & a customer champion  


• Follow AMLI sales practice to develop deep customer loyalty  


• Hold periodical customer meet to understand customer pulse & need


• Ensure customer queries are responded to satisfactorily as per AMLI standard.

Measures of Success:

• Advisor recruitment count


• Advisor activation rate


• Advisor training completion


• App usage & adoption


• Premium per advisor


• Campaign lead conversion %


• Advisor retention