4 Agency Business Jobs

A Position Overview Position Title Team Leader Department Sales Level/ Band NA B Role Summary Recruit, onboard, and train new agents to ensure they have the necessary skills and knowledge to succeed. Provide ongoing coaching, mentoring, and performance feedback to agents to help them achieve their sales goals. Foster a collaborative and positive team culture that encourages professional development and high performance. C Key Result Areas Team Leadership Recruit, onboard, and train new agents to ensure they have the necessary skills and knowledge to succeed. Provide ongoing coaching, mentoring, and performance feedback to agents to help them achieve their sales goals. Foster a collaborative and positive team culture that encourages professional development and high performance. Sales and Business Development Develop and execute strategic plans to drive agency growth and achieve sales targets. Identify new business opportunities, market trends, and potential client segments to expand the agency's client base. Collaborate with agents to develop and implement effective sales strategies and techniques. Training and Development Conduct regular training sessions and workshops to enhance agents product knowledge, sales skills, and customer service abilities. Provide guidance on effective prospecting, lead generation, and client relationship management. Stay updated on industry trends and changes to ensure agents are well-informed and equipped to address client needs. Performance Management Set clear performance expectations and goals for agents, regularly monitoring and evaluating their progress. Analyze sales data and performance metrics to identify areas for improvement and take corrective actions as needed. Recognize and reward top-performing agents to motivate and incentivize excellence. Client Relationship Management Build and maintain strong relationships with key clients and stakeholders to promote client retention and satisfaction. Address client concerns, resolve issues, and ensure a high level of customer service is delivered by agents. Reporting and Analytics Prepare regular reports and presentations on agency performance, sales trends, and growth opportunities. Analyze data to make informed decisions and recommendations for enhancing agency operations and strategies. D Skills Required Technical NA Behavioral Team leadership Sales strategy Performance management Client relationship management Training Business development

A Position Overview Position Title Assistant Manager - Agency Business Associates Department NA Level/ Band NA B Role Summary Ensuring company policies are followed. Optimizing profits by controlling costs. Hiring, training, and developing new employees. Resolving customer issues to their overall satisfaction. Maintaining an overall management style that follows company best practices. Providing leadership and direction to all employees. Ensuring product quality and availability. Preparing and presenting employee reviews. Working closely with the store manager to lead staff. Overseeing retail inventory. Assisting customers whenever necessary. Organizing employee schedule. Ensuring that health, safety, and security rules are followed. Ensuring a consistent standard of customer service. Motivating employees and ensuring a focus on the mission. Maintaining merchandise and a visual plan. Maintaining stores to standards, including stocking and cleaning. Completing tasks assigned by the general manager accurately and efficiently. Supporting store manager as needed. C Key Result Areas Ensuring company policies are followed. Optimizing profits by controlling costs. Hiring, training, and developing new employees. Resolving customer issues to their overall satisfaction. Maintaining an overall management style that follows company best practices. Providing leadership and direction to all employees. Ensuring product quality and availability. Preparing and presenting employee reviews. Working closely with the store manager to lead staff. Overseeing retail inventory. Assisting customers whenever necessary. Organizing employee schedule. Ensuring that health, safety, and security rules are followed. Ensuring a consistent standard of customer service. Motivating employees and ensuring a focus on the mission. Maintaining merchandise and a visual plan. Maintaining stores to standards, including stocking and cleaning. Completing tasks assigned by the general manager accurately and efficiently. Supporting store manager as needed. D Reporting NA E Skills Required Technical NA Behavioral Essential Leadership Customer service Inventory management Training Cost control Employee motivation Incumbent Characteristics Essential NA Desired NA Qualification Graduate/ Post-Graduate Experience NA (Assumed 3-5 years in a similar leadership or management role) F Basic Competency NA Disclaimer This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organizational need/requirement from time to time.

A Position Overview Position Title: Business Associate Manager Department: Business Associate Model - Agency Sales Level/ Band: Assistant Manager / Manager Role Summary: Identify, recruit and build a team of business associates and advisors to drive business objectives on a month on month basis, as per the standards laid down by the organization from time to time B Organizational Relationships Reports To: Branch Manager Supervises: NA C Job Dimensions Geographic Area Covered: Defined Branch Stakeholders Internal: Agency Sales Training Branch Operations Distribution Operations External: BAs and Advisors D Key Result Areas Recruit Business Associate and advisors Coordinate for the regulatory trainings Manage daily, weekly and monthly choreography Conduct daily, weekly and monthly Business Associate meetings Income and Goal setting exercise for the month Joint field work along with business associates and advisors to source insurance policy Drive business submission and issuances Clearance of pending cases for documentation and medicals as a part of the issuance process Train distribution on getting higher first time right % submission Achieve monthly objectives and targets Motivate advisors and business associates for various contest and sales enablers Daily update about the status of business and applicability in contest Maintain healthy relationship with all stakeholders like customers and distributors Work on opportunity of cross sell and upsell Focussed effort to drive renewal premium collection E Competencies Business Acumen (Ability to align with the organization's vision with a fair understanding of the insurance industry, regulations, and the agency business model in order to deliver month on month business objectives) Has a fair understanding of own role and utilizes required skills and knowledge in one's own area of work to meet targets. Has a fair knowledge about company and competitors products. Has a fair knowledge of the insurance industry, regulations and financial markets. Understands the requirements of the customer and consumer to facilitate need based selling and emphasize on selling solutions. Needs to develop fair understanding of BA model, leader compensation and Agent commission. Building and Managing Relationships (The capability to identify, recruit and nurture, business associates and advisors and then maintain relationships with various stakeholders (internal and external) to achieve the desirable outcomes) Empathizes and supports distribution every possible way and drives them for higher productivities by managing their choreography and other engagement methods. Responds to queries from distributors and internal customers and keeps superiors informed about own actions and their context. Builds and maintains healthy relations with the distributors and internal customers to ensure seamless execution. Drive for Results and Agility (Building an achievement orientation, with extraordinary levels of energy and efforts while being accountable for one's actions and decisions in an agile environment) Reviews performance against goals and takes effective action to achieve them. Synergizes high performance oriented systems and processes to yield the desired results with agility. Sets clear expectations with the team to deliver performance oriented goals. Communicates consistently with the team of business associates and advisors, motivates them for achievement of monthly objectives, increase participation in company initiatives, monthly, weekly and daily choreography etc. F Skills Required Technical: Good Knowledge of MS Office / MS Excel Behavioral Essential / Desired: Drive for result (achievement of targets) Communication skills Creative thinking skills Teamwork Skills Influencing skills Relationship Building skills G Incumbent Characteristics Essential: Qualification: Graduate Experience: 7 -10 years sales management experience Desired: Qualification: MBA / PG

The Branch Head in the ABP Channel will be responsible for overseeing branch operations, driving business growth, and managing relationships with Alternate Business Partners. This role requires strong leadership to achieve sales targets, ensure operational excellence, and develop a high-performing team while maintaining excellent partner and customer relationships. Key Responsibilities Lead, manage, and develop the branch team to achieve business objectives. Drive sales through Alternate Business Partners and ensure consistent revenue growth. Build and maintain strong relationships with business partners and key stakeholders. Identify, recruit, and onboard new ABPs to expand the business network. Conduct regular meetings, training sessions, and performance reviews for the branch team. Monitor sales performance, analyze data, and implement strategies to bridge gaps. Ensure high standards of compliance, operational control, and service delivery. Represent the branch in market-level business development activities. Key Skills & Competencies Strong leadership and team management skills. Excellent communication and negotiation abilities. Strategic thinking with a sales-driven approach. Ability to build long-term relationships with partners and clients. Problem-solving and decision-making capabilities. Eligibility Criteria Education: Graduate in any discipline. Experience: 7-10 years in sales/branch management, preferably in life insurance. For more information: Komal B./ HR Team Phone/WhatsApp: +91 93289 59079 Email : komal@tekpillar.com