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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 DMDHead Agency Regional Manager / CVP & Head - Elite Vertical (dotted line) Circle Head - Elite Vertical Manager Elite Vertical
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 DMDHead Agency Regional Manager / CVP & Head - Elite Vertical (dotted line) Circle Head - Elite Vertical Manager Elite Vertical
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