Manager - Advisor Development and Retention Vertical

Job Description

Job Title

Manager -  Advisor Development & Retention Vertical

Location

Multiple Location – PAN India

Department

Agency

Function

Agency Sales

Reporting to

Cluster Head – Advisor Development and Retention Vertical

Band

4

Function Summary

The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in

1. Resolving policy service need


2. Renewal collection to resolve policy holder’s service needs,

Cross sale opportunity. 

Job Summary:

• 
  
  
  
  • Manage team of 15-30 existing advisors
  
  
  • Ensure month-on-month activation
  
  
  • Responsible for retention of assigned advisors
  
  
  • Advisor recruitment will not be required
  
  
  
  

Key Responsibilities/ Key Deliverables:

• 
  
  
  
  • Drive cross sales and new sales from the assigned team of Advisors
  
  
  • Drive Input behaviors with the assigned team of Advisors
  
  
  • Meeting the sales plan numbers consistently and achieve the sales standards.
  
  
  • Maintain and improve the Sales Quality Standards by maintaining the Persistency standards.
  
  
  • Training and Development of the team of advisors for new product launches / revision in the existing policies.
  
  
  • Drive advisor attendance in Trainings and GO-meets.
  
  
  
  

Measures of Success:

• 
  
  
  
  • New Business Premium Sourced
  
  
  • Advisor activation & productivity month on month
  
  
  • Cross-Sell Conversion
  
  
  • Meeting Persistency standards
  
  
  • Adhering to Input behaviors as per the defined standards