Manager - Elite Vertical

Job Title

Location

Multiple

Department

Agency

Function

Agency Elite

Reporting to

Band

4

Channel Summary

agency channel

1. Resolving policy service need
2. Renewal collection to resolve policy holder's service needs,

Cross sale opportunity

Job Summary:

Opportunity:

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/ Key Deliverables:

. 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 behaviors 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 (Internal / External):

. Circle Head -Elite Vertical

. Ops Team (CET and DSDO)

. Training and Development

. Human Resources

Desired qualification and experience

Job Specifications:

• . 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

KEY COMPETENCIES/SKILLS REQUIRED

• . Strong relationship building capability
• . Go-getter attitude
• . Result orientation
• . Passionate towards Sales

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (MFSL) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Title

Location

Multiple

Department

Agency

Function

Agency Elite

Reporting to

Band

4

Channel Summary

agency channel

1. Resolving policy service need
2. Renewal collection to resolve policy holder's service needs,

Cross sale opportunity

Job Summary:

Opportunity:

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/ Key Deliverables:

. 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 behaviors 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 (Internal / External):

. Circle Head -Elite Vertical

. Ops Team (CET and DSDO)

. Training and Development

. Human Resources

Desired qualification and experience

Job Specifications:

• . 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

KEY COMPETENCIES/SKILLS REQUIRED

• . Strong relationship building capability
• . Go-getter attitude
• . Result orientation
• . Passionate towards Sales

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (MFSL) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply