Posted:1 week ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

The Digital Agency Channel is a modern distribution model where insurance products are sold through digitally empowered Advisors.


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.


Through this channel, advisors also support customers in,a) Resolving policy service needb) Renewal collection to resolve policy holder’s service needs, Cross sale opportunity.


Key Responsibilities/ Key Deliverables:

Advisor Recruitment

✓ 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


Advisor Development

✓ 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


Advisor Activation & Meeting WFYP Targets

✓ 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.


Advisor Engagement

✓ Conduct webinars, app-based training, and digital engagement activities.

✓ Promote advisor app usage and ensure training completion.


Customer Centricity

✓ 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



Desired qualification and experience:

• Graduate with 3–6 years of sales experience (BFSI preferred; experience in insure-tech is a plus).• Strong digital fluency (CRM tools, mobile apps, webinars).• Experience in recruitment or team handling is advantageous.• Excellent communication, coordination, and coaching skills.• Not more than 2 Job Changes in one year.


Location : Mumbai & PuneSalary Max Upto 4.5 LPA + Incentives!!

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