Circle Head

• Drive local Circle as a profitable business by driving sales production and managing the associated costs

• Ensure high quality and persistency of business generated by the local production unit, to support the long-term profitability of the company

• Develop deep knowledge of local market and industry-wide dynamics to strategically improve productivity of the local Circle (e.g., through targeting specific segments, pushing specific products or recruiting specific types of FLS and FCs)

• Identify and align non-sales resources in support of the Circles business goals (e.g., learning and development, operations, human resources, etc) – maximize value from the deployment of these resources within the Circle

• Cascade and align Agency business plans systematically (e.g., targeted product mix, specific initiatives, etc) to ensure effective implementation of the same

• Support Career FLS to identify and recruit top Financial Consultants from the market to expand the distribution team and improve overall productivity

• Provide leadership to the entire Circle team by clearly communicating vision and objectives of the organization, and of the local team (including proficiency in English and local language)

• Provide direct support to Career FLS / BLs to help them achieve business goals and maximize their own productivity by:

• Superior channel understanding, product and sales skills, and strategic advice on the local market

• Support and coaching in the field on important sales calls

• Regular sales coaching and mentoring

• Conducting weekly performance reviews, and identifying action steps for improvement

• Identify skills gaps, creating developmental plans, and ensure implementation of developmental plans via trainings and other relevant activities. • Support ‘Circle Manager’ and ‘Associate Circle Heads’ in the team and help them to achieve their own respective performance goals (via all of the above levers)

• Oversee Training certifications of SDMs reporting to his Circle Managers ( 0 – 6 mths)

• Build convictions within the team to uphold high organizational values in every action s – and ensure business ethics and integrity within the Circle (particularly as the Circle Manager bears ultimate responsibility for the actions of the team)

• Maximize sales productivity of the Circle and achieve required monthly and annual sales targets, while building a healthy agency distribution base , via:

• Provide daily leadership and target orientation to the team

• Motivate team for achieving daily, weekly and monthly goals

• Directly support large client acquisition in a selective manner (e.g., not at the expense of other objectives)

• Monitor and review against plan and take appropriate course corrections

• Provide day-to-day management required to ensure high Agency quality within the team, including:

• Agency discipline (daily huddle attendance and quality, completion of meaningful performance reviews, completion of required SAM calls)

• Sales process (generation of leads, conversion of leads into client calls, conversion of client calls into business)

• FC and BL engagement (recruitment and licensing of new BLs and FCs by the sales managers, visits to and activation of the FCs and BLs)

• Employee success (low attrition rates in the Circle at all levels, completion of monthly sales targets by all team members)

• Identify and recruit top Financial Consultants from the market

• Convert top Financial Consultants from the existing team to Business Leaders as appropriate – and help them build their own team of FCs to maximize leverage

• Support BLs in the expansion of their distribution network via their Financial ConsultantsRole & responsibilities

Preferred candidate profile