Associate Partner - Agency Sales

Position Overview

The Associate Partner – Agency Sales is responsible for driving business growth by managing and expanding the agency sales network. This role involves recruiting, training, and motivating agents, monitoring sales performance, and ensuring achievement of business targets. The Associate Partner acts as a key link between the organization and agency channels, focusing on revenue generation, compliance, and relationship management.

Key Responsibilities

1. Agency Network Management

• Recruit, train, and mentor new agents to expand the agency network.

• Maintain relationships with existing agents to ensure loyalty and performance.

• Monitor agent performance, track sales KPIs, and implement improvement plans.

• Ensure agents adhere to company policies, compliance guidelines, and ethical practices.

2. Sales Target Achievement

• Drive the sales of products (insurance, financial, or banking products) through the agency channel.

• Achieve monthly, quarterly, and annual sales targets.

• Identify high-potential agents and provide them with guidance to maximize performance.

• Support agents in client acquisition, policy renewals, and upselling opportunities.

3. Training & Development

• Conduct regular training sessions for agents on products, sales techniques, and regulatory requirements.

• Provide coaching and performance feedback to help agents achieve their targets.

• Keep agents updated on new product launches, market trends, and competition.

4. Compliance & Process Management

• Ensure agents comply with regulatory requirements and company guidelines.

• Conduct periodic audits to verify documentation, KYC, and policy issuance.

• Address non-compliance or operational issues promptly and escalate when needed.

5. Reporting & Analytics

• Prepare MIS reports and dashboards for management review.

• Track key performance indicators, such as sales volume, new business acquisition, and policy renewals.

• Analyze trends, identify gaps, and recommend corrective actions.

6. Stakeholder Collaboration

• Work closely with branch teams, operations, marketing, and senior management.

• Coordinate with training, quality, and operations teams for smooth onboarding and monitoring of agents.

• Participate in business review meetings to provide insights and suggest growth strategies.

Qualifications & Experience

• Bachelor’s degree in Business, Finance, Marketing, or related field.

• Experience in insurance, banking, or financial product distribution is preferred.

• Proven track record of achieving sales targets and managing a team of agents.