Manager - Elite Vertical

Job Title

Location

Multiple

Department

Agency

Function

Agency Elite

Reporting to

Band

4

Channel 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 experienceespecially in markets where customers prefer human interaction. It also supports customer in

1. Resolving policy service need
2. Renewal collection to resolve policy holders service needs,

Cross sale opportunity

Job Summary:

Opportunity:

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/ Key Deliverables:

• . Identify the Top financial /General Insurance/Health Insurance distributors 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 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 (Internal / External):

• . Circle Head -Elite Vertical
• . Ops Team (CET and DSDO)
• . Training and Development
• . Human Resources

Desired qualification and experience

Job Specifications:

• . 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

KEY COMPETENCIES/SKILLS REQUIRED

• . Strong relationship building capability
• . Go-getter attitude
• . Result orientation
• . Passionate towards Sales

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (MFSL) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Title

Location

Multiple

Department

Agency

Function

Agency Elite

Reporting to

Band

4

Channel 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 experienceespecially in markets where customers prefer human interaction. It also supports customer in

1. Resolving policy service need
2. Renewal collection to resolve policy holders service needs,

Cross sale opportunity

Job Summary:

Opportunity:

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/ Key Deliverables:

• . Identify the Top financial /General Insurance/Health Insurance distributors 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 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 (Internal / External):

• . Circle Head -Elite Vertical
• . Ops Team (CET and DSDO)
• . Training and Development
• . Human Resources

Desired qualification and experience

Job Specifications:

• . 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

KEY COMPETENCIES/SKILLS REQUIRED

• . Strong relationship building capability
• . Go-getter attitude
• . Result orientation
• . Passionate towards Sales

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (MFSL) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply