Circle Head - Elite Vertical

Position

Circle Head - Elite Vertical

Incumbent

NA

Department

Agency

Function

Agency

Reporting to

Regional Manager- Elite Vertical

Band

3

Location

Multiple Locations - Pan India

Team size (D/I)

10

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 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 behaviours 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

• . 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

ORG CHART:

Position

Circle Head - Elite Vertical

Incumbent

NA

Department

Agency

Function

Agency

Reporting to

Regional Manager- Elite Vertical

Band

3

Location

Multiple Locations - Pan India

Team size (D/I)

10

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 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 behaviours 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

• . 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

ORG CHART: