Posted:1 week ago|
Platform:
On-site
Full Time
These Advisors act as intermediaries between the insurance company and customers, facilitating policy sales, offering advisory services, and providing post-sale support. This model is designed to enhance customer experience, particularly in markets where digital solicitation is preferred.
✓ Lead the recruitment of insurance advisors as per the annual goal sheet
✓ Actively engage with prospects through natural market outreach and close leads provided via structured digital campaigns
✓ Conduct Career Seminar of prospects
✓ Ensure timely completion of onboarding milestones including IC-38 certification, URN generation, and first sale
✓ Development of advisor prospecting habits, calling habits and work habits.
✓ Work with Advisor on planning and reviewing of activities and goals.
✓ Identify the training needs of the Advisor and work with Trainers to improve the same
✓ Achievement of monthly, quarterly & yearly business plans.
✓ Improve Advisor productivity & persistency by regular PRP/IID/GID etc.
✓ Coordinate with sales tele-callers to support lead conversion and sales closures.
✓ Enable hybrid sales journeys (online + offline) for first-time sales.
✓ Conduct webinars, app-based training, and digital engagement activities.
✓ Promote advisor app usage and ensure training completion.
✓ Be AMLI brand ambassador & a customer champion
✓ Follow AMLI sales practice to develop deep customer loyalty
✓ Hold periodical customer meet to understand customer pulse & need
✓ Ensure customer queries are responded to satisfactorily as per AMLI standard
Axis Max Life Insurance Limited
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