Key Responsibilities: 1. Training & Development: Conduct structured induction training for newly recruited agents and business associates. Conduct pre-licensing training refresher to drive licensing funnel. Deliver product, sales, and soft skills training to enhance advisor performance. Ensure proper understanding of regulatory guidelines and compliance standards. 2. Onboarding & Engagement: Facilitate the smooth onboarding of newly recruited advisors. Conduct refresher training sessions to reinforce key learning. Support advisors with sales strategies and business development techniques. 3. Performance Support: Provide on-the-job coaching and guidance to improve advisor activation. Identify training needs based on performance data and feedback from sales teams. Conduct role plays, case studies, and practical workshops to enhance selling skills. 4. Branch Collaboration & Reporting: Plan training activities for the month in accordance with the reporting manager (RTH). Work closely with Area Training Heads and Sales teams to drive training effectiveness. Maintain training records, attendance logs, and performance improvement reports. Internal Provide insights and recommendations to improve training programs. Qualifications & Experience: Minimum 2 years of sales experience and at least 1 year of training experience in insurance, banking, or financial services. Experience in Agency channel is preferred. Freshers can apply if they hold an MBA from a reputed business school. Strong understanding of Agency Sales models, Life Insurance products, and Distribution Channels. Excellent communication, presentation, and coaching skills. Local language fluency is preferred along with English. Ability to manage training programs independently and drive learning culture at the branch level. Preferred Key Skills & Competencies: Proficiency in MS Office (Excel, PowerPoint, Word) for reporting and presentations. Ability to engage and motivate learners Good understanding of insurance products and sales processes (training will be provided). Basic analytical skills to assess training effectiveness. Self-motivated and result-oriented approach. Strong interpersonal and stakeholder management skills. Strong communication and presentation skills.

Key Responsibilities: 1. Training & Development: Conduct structured induction training for newly recruited agents and business associates. Conduct pre-licensing training refresher to drive licensing funnel. Deliver product, sales, and soft skills training to enhance advisor performance. Ensure proper understanding of regulatory guidelines and compliance standards. 2. Onboarding & Engagement: Facilitate the smooth onboarding of newly recruited advisors. Conduct refresher training sessions to reinforce key learning. Support advisors with sales strategies and business development techniques. 3. Performance Support: Provide on-the-job coaching and guidance to improve advisor activation. Identify training needs based on performance data and feedback from sales teams. Conduct role plays, case studies, and practical workshops to enhance selling skills. 4. Branch Collaboration & Reporting: Plan training activities for the month in accordance with the reporting manager (RTH). Work closely with Area Training Heads and Sales teams to drive training effectiveness. Maintain training records, attendance logs, and performance improvement reports. Internal Provide insights and recommendations to improve training programs. Qualifications & Experience: Minimum 2 years of sales experience and at least 1 year of training experience in insurance, banking, or financial services. Experience in Agency channel is preferred. Freshers can apply if they hold an MBA from a reputed business school. Strong understanding of Agency Sales models, Life Insurance products, and Distribution Channels. Excellent communication, presentation, and coaching skills. Local language fluency is preferred along with English. Ability to manage training programs independently and drive learning culture at the branch level. Preferred Key Skills & Competencies: Proficiency in MS Office (Excel, PowerPoint, Word) for reporting and presentations. Ability to engage and motivate learners Good understanding of insurance products and sales processes (training will be provided). Basic analytical skills to assess training effectiveness. Self-motivated and result-oriented approach. Strong interpersonal and stakeholder management skills. Strong communication and presentation skills.

Target Achievement Drive sales and achieve targets by building relationship with Existing Customers & exploring Cross Selling / Reference Selling opportunities. Ensure Renewal is collected to keep every policy live. Sales Process Management Tracking & diligently working on assigned customer base with end-to-end lead management & servicing the customers. Generating References through every customer interaction. Location - Ahmedabad, Mumbai, Pune, Vadodara, Surat Experience - Minimum 1 year experience in Direct Sales Industry - Insurance

Target Achievement • Drive sales and achieve targets by building relationship with Existing Customers & exploring Cross Selling / Reference Selling opportunities. • Ensure Renewal is collected to keep every policy live. Sales Process Management Tracking & diligently working on assigned customer base with end-to-end lead management & servicing the customers. • Generating References through every customer interaction. Qualitative • Achieving sales targets • Service every mapped customer to explore Cross Sell opportunity. • Generating Reference for new customer acquisition during customer call. Quantitative • Achievement of Monthly / Quarterly / Half yearly and Annual Sales Targe

Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

Key Responsibilities Vendor Management Venue Booking/ Travel Coordination Manage MIS Design Reports Online Training/ E Learning platform administrative management for L & D Training Material Management Other Administrative work Knowledge and Skills required Good knowledge on MS Excel and working knoweldge on Powerpoint Good Interpersonal Skills Good Analytical Skills Good Communication Skills

Key Responsibilities Vendor Management Venue Booking/ Travel Coordination Manage MIS Design Reports Online Training/ E Learning platform administrative management for L & D Training Material Management Other Administrative work Knowledge and Skills required Good knowledge on MS Excel and working knoweldge on Powerpoint Good Interpersonal Skills Good Analytical Skills Good Communication Skills

Key Responsibilities Vendor Management Venue Booking/ Travel Coordination Manage MIS Design Reports Online Training/ E Learning platform administrative management for L & D Training Material Management Other Administrative work Knowledge and Skills required Good knowledge on MS Excel and working knoweldge on Powerpoint Good Interpersonal Skills Good Analytical Skills Good Communication Skills

Key Responsibilities Vendor Management Venue Booking/ Travel Coordination Manage MIS Design Reports Online Training/ E Learning platform administrative management for L & D Training Material Management Other Administrative work Knowledge and Skills required Good knowledge on MS Excel and working knoweldge on Powerpoint Good Interpersonal Skills Good Analytical Skills Good Communication Skills

Recruitment Recruitment of Business Associates Recruitment of Advisor Training of Advisor Target Achievement Target Achievement Drive sales and achieve goal sheet targets in license active, active adviser and WRP

Recruitment Recruitment of Business Associates Recruitment of Advisor Training of Advisor Target Achievement Target Achievement Drive sales and achieve goal sheet targets in license active, active adviser and WRP

Key Responsibilities Responsible for the branch training including Products & Regulation Online Training/ E Learning platform administrative management for L & D Training Material Management Employee Engagement Vendor Management Manage new Joiner Induction Knowledge and Skills required Good knowledge on MS Excel and working knoweldge on Powerpoint Good Interpersonal Skills Good Analytical Skills Good Communication Skills

Recruitment of Agents and BDA Recruitment of Business Associates. Recruitment of Agents. Target Achievement Drive sales and achieve goal-sheet targets in license and active, active adviser and WRP.

Role & responsibilities Planning • Undertake planning for achieving sales targets for the cluster. • Develop sales targets for BDM wise for assigned Territory. • Ensure monitoring and analysis of performance of each BDMs in the team against assigned targets. Sales growth and cost management • Ensure achievement of sales targets for the Team • Review monthly sales targets and performance of BDMs • Effectively manage overheads and thus ensure reduction of cost of operations. Customer satisfaction and retention • Monitor satisfaction of the clusters customers through a customer satisfaction index based on parameters such as customer complaints. People Management • Develop the recruitment and training plan for the Business Managers in line with the overall recruitment & training plan and ensure recruitment and training of the team as per the plan. • Resolve any issues related to the Business & Team Members. • Ensure employee satisfaction and motivation. Qyalitative: Training & Skill Building of BDMs • Providing support to Every BDMs to improve their performance. • Quality Services to mapped Customers for strong Business relationship. Quantitative: Clusters Sales Target achievement Clusters profitability achievement Clusters Sales force productivity

Strategy & Planning Undertake strategic planning on achieving sales targets for the zone. Develop sales targets for the Group units within the region. Ensure monitoring and analysis of performance of each Group / cluster against identified targets. Implement incentive schemes for the region. Provide inputs for product improvements, new product launches and improvement in sales processes. Ensure allocation of budgets to various clusters and adherence to them Identifying the new Distributors & Tie up with them. Help design the R & R for Banca channel for the Region. Strengthen relationship with partners / Distributor. Build, Manage & enhance relationship with the partner/ Distributors. Maintain clear communication with the partner/ Distributors. Sales growth and cost management Ensure achievement of sales targets for the zone. Ensure successful launch of new products and marketing promotional campaigns within the Zone. Review monthly sales targets and discuss with cluster heads on backlog, customer feedback, and other insights from field force. Effectively manage overheads and thus ensure reduction of cost of operations for the zone/Channel. Customer satisfaction and retention Monitor satisfaction of the zones customers through a customer satisfaction index based on parameters such as customer complaints, persistency, etc. Ensure Company provides superior sales experience to its customers in the zone People Management Develop the recruitment and training plan for the Zone’s distribution team in line with the overall recruitment & training plan and ensure recruitment and training of the team as per the plan. Troubleshoot and resolve critical people related issues in the zone. Take responsibility for development of team members and planning for succession, acting as mentor and coach and taking follow up action to ensure employee satisfaction and motivation

Key Responsibilities: Training Delivery: Conduct induction and licensing training for new agents. Deliver regular refresher training on products, sales techniques, and regulatory updates. Facilitate skill-building workshops and motivational sessions. Sales Enablement: Support branch sales teams by providing on-the-job training and field coaching. Assist in improving agent activation and productivity through targeted interventions. Performance Monitoring: Track training effectiveness through assessments and feedback. Identify training needs based on performance data and feedback from sales managers. Compliance & Documentation: Ensure all training sessions are documented and reported as per IRDAI and company guidelines. Maintain accurate records of agent participation and certification. Collaboration: Work closely with Branch Managers and Business Development Managers to align training with business goals. Coordinate with regional training teams for content updates and best practices. Key Skills & Competencies: Strong communication and facilitation skills Good understanding of life insurance products and agency operations Ability to motivate and engage adult learners Basic proficiency in MS Office and digital learning platforms

Key Responsibilities: Training Strategy & Execution: Develop and implement area-specific training plans in alignment with national training strategy. Conduct Induction, Licensing, and Onboarding programs for new agents and agency leaders. Deliver skill-based, product, and process training to enhance field force effectiveness. Performance Coaching: Partner with Sales Managers to identify training needs based on performance metrics. Conduct field coaching and joint calls to reinforce learning and drive behavior change. Content Customization & Delivery: Customize training content to suit local market dynamics and agent profiles. Use blended learning methods (classroom, digital, on-the-job) to maximize impact. Monitoring & Reporting: Track training effectiveness through assessments, feedback, and performance KPIs. Maintain training MIS and provide regular updates to regional leadership. Compliance & Licensing: Ensure all agents complete mandatory IRDAI training and certification. Maintain records of training attendance and certification compliance. Key Skills & Competencies: Strong facilitation and presentation skills Understanding of life insurance products and agency distribution Ability to influence and motivate adult learners Analytical mindset with ability to link training to business outcomes Proficiency in MS Office and digital learning tools

Company Description IndiaFirst Life, a prominent player in the Indian life insurance industry, was launched in November 2009 and is promoted by Bank of Baroda and Union Bank of India. With its maiden profit declared in FY 2014-15, the company is known for breaking even within five years since inception. IndiaFirst Life has a vast footprint, extending to over 1000 cities and towns across India with more than 12,000 points of sale. The company's competitive edge lies in its state-of-the-art digitalization initiatives rooted in a "CustomerFirst" ideology. Role Description This is a full-time on-site role for an Insurance Sales Specialist located in Sanchore. The Insurance Sales Specialist will be responsible for developing and managing customer relationships, selling insurance products, and delivering exceptional customer service. The role involves understanding client needs, offering insurance solutions, and providing product information to help clients make informed decisions. Qualifications Experience in Insurance Sales and understanding of Insurance products Strong Customer Service skills Knowledge of Insurance Brokerage and Health Insurance Excellent communication and interpersonal skills Ability to work independently and within a team Previous experience in the insurance industry is a plus Relevant certifications or a Bachelor's degree in finance, business, or related field is an advantage Show more Show less

Are you a dynamic and driven individual looking to kickstart your career in Talent Acquisition? Join IndiaFirst Life Private Limited as a Talent Acquisition intern and gain hands-on experience in recruitment processes! Utilize your MS-Excel skills to track candidate data and streamline recruitment workflows. Showcase your English proficiency, both spoken and written, as you communicate with potential candidates and assist in interview scheduling. Selected Intern’s Day-to-day Responsibilities Include Managing the post candidate shortlisting process, like collecting candidate documents and creatinga candidate profile on the HRMS. Releasing offers through Darwinbox (HRMS) within the set TAT. Maintain recruitment databases and generate reports using MS Excel for analysis. Collaborate with the HR team to ensure a seamless onboarding experience for new hires. Participate in employer branding initiatives to attract top talent to the organization. Stay updated on industry trends and best practices in recruitment to enhance the company's talent acquisition strategy. About Company: Headquartered in Mumbai, IndiaFirst Life Insurance Company Limited (IndiaFirst Life), with a paid-up share capital of INR 754.37 crore, is one of the fastest-growing private life insurers in India in terms of new business IRP in fiscal 2023. Our key differentiators are our simple, easy-to-understand products that are optimally priced. We believe a key factor contributing to our success has been our ability to attract, train, and retain talented employees. We have defined our employee value proposition (EVP) as a balance between an employee giving and getting, where an employee gives us key values of 'Think New, Be Helpful, Be Honest, and Do More'. In return, the employee gets CARE, which involves celebrating success, accelerating growth, recognizing achievements, and empowering employees. It is recognized among India's Best Workplaces in Insurance for 2021, India's Best Companies to Work for 2021, and Top 100 | India's Best Workplaces for Women. Show more Show less