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Aditya Birla Group
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Agency Manager

Agency Manager

Aditya Birla Group

0 - 4 years

0 Lacs

rānchī

Posted:21 hours ago| Platform: GlassDoor logo

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Skills Required

licensing recruitment presentation documentation training compliance engagement support learning test membership retention coordination

Work Mode

On-site

Job Type

Part Time

Job Description

4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)

Key Result Areas

Supporting Actions

To recruit good quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company.

Create P 400s to identify probable list to pitch the career.

Daily calling and fixing recruitment appointments and Scout for potential who can be effective advisors

Make presentation on Career as an insurance advisor

Follow-up for obtaining necessary documentation regularly

Make sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing.

Ensure that the advisors achieve business targets set for them.

Educate the advisor on the following

1. value proposition and create WIFME

2. compliance policy

3. Advisor compensation

Do a goal setting on the advisor’s yearly/ monthly earning and draw up a monthly input /output plan

Break down the plan according to the potential of the insurance advisors

Keep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.

Help sort out any problems faced by the advisors

Review the plan weekly/monthly

Assess training needs and train the advisor as and when required.

Provide on the job training & manage and monitor performance of Advisors so that they can achieve their goals.

Accompany the advisors on joint calls

Support advisors in designing solutions and advise customers

Making sure that the advisor is learning on the job

Prepare the advisors by having them to give dummy presentations to test their level of selling skills

Identify and motivate advisors for club membership. Etc

Monitor, review and guide their performance periodically

Ensure retention, adhere to productivity bench marks of advisors

Ensure participation of advisors in training and other developmental interventions

Have business related issues solved at branch level through RM or Operation staff.

Relationship Management

Maintain healthy & cordial relation with the advisor.

Regularly staying in touch with his advisor (in person) as well as using other modes of communication.

Regularly update the advisors about new product, schemes, clubs, etc.

Coordination with internal departments

Maintain renewals for the policies procured by team of Advisors to overall achieve the profitability of the team.

Constantly track the policies dates and follow up for renewals.

Update the Advisors with updated list of policies due for renewals.

Minimum Experience Level

0 - 4 years

Job Qualifications

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Agency Manager