Sales Manager- Agency channel

Job Description:

Sales Manager- Agency

A. Position Summary:

Help build long term valuable Agency business by recruiting and developing the right Life Advisors- Protection, who

are distinguished by meaning and purpose to protect. Achieving business targets through retail distribution and by

finding, winning & retaining customers.

B. Key Responsibilities:

Recruitment of right Life advisors:

• Recruiting the right Life Protection advisors (LAs) who are distinguished by meaning & purpose to protect meeting

ideal LA specifications

• Develop various sources of LA hiring, including Conducting local activities & passionately promoting Agency as a

career.

Coaching, developing and supporting Life advisors:

• Ensuring that the new LAs pass IRDA exam and have good Company & product knowledge.
• Coach LAs on how to generate leads (prospecting); how to take appointments/ follow up on the leads etc.
• Joint field calls (JFC) and demonstration on the field to LAs- to ensure that they develop sound prospecting habits,

calling habits and work habits.

• Continuously working with LAs in the field to enable them to see initial success and subsequently engage, motivate

and develop them to do better- through providing timely feedback.

• Coach LAs on the importance of quality of advise and quality of sales

Meet Business Targets:

• Achievement of monthly, quarterly & yearly business plans
• Plan and complete at least 3 genuine sales/ recrt calls every day & update the same on Mobile rock .
• Maintain LA productivity as per business plan
• For guidance, supervision and control over the distributor ( Agent /IM ) under his/ her hierarchy in respect to their

life insurance business.

• For the quality of life insurance policies sourced by the distributor ( Agent /IM) under his/ her hierarchy.
• Vicariously responsible for all the acts of omission and commission by the distributor (Agent /IM ) under his/ her

hierarchy.

Develop a strong local reputation for quality of advice and business:

• Ensuring business is done in an ethical and honest manner which is in compliance to the IRDA norms
• Ensuring high quality of Advice and Sales through a strong Mindset of Quality, Customer centricity & Protection

orientation.

• Implementation of DPLI work processes and adhere to the business norms

Competencies and values:

1. Right attitudes and habits- Discipline & Hard Work

2. Sales Ability

3. Communication

4. Planning & Coaching

5. Sensitivity to customers’ needs; care and service attitude

6. Values : Customer Focus, Trustworthiness, Mutual respect and winning