Senior Circle Head - Elite Vertical

Job Title

Circle Head - Elite Vertical

Location

Multiple

Department

Agency

Function

Elite Vertical

Reporting to

Regional Manager- Elite Vertical

Band

3

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:

1. . Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
2. . Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
3. . Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
4. . Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan
5. . Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
6. . Maintain Quality of sales by ensuring the Persistency standards of the channel
7. . Adherence to the desired input behaviors to drive Sales and Recruitment
8. . Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.
9. . Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

Measures of Success:

1. . Hiring and driving activation of Top Advisors/Financial Distributors from competition
2. . Career Seminars / Meetings with Top
4. Advisors/ Financial Distributors
5. . Meeting Sales and Recruitment Plan
7. consistently
8. . Persistency
9. . Advisor Productivity & Retention
10. . Adhering to Input behaviors

Key Relationships (Internal / External):

1. . Circle Head -Elite Vertical
2. . Ops Team (CET and DSDO)
3. . Training and Development
4. . Human Resources

Job Title

Circle Head - Elite Vertical

Location

Multiple

Department

Agency

Function

Elite Vertical

Reporting to

Regional Manager- Elite Vertical

Band

3

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:

1. . Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
2. . Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
3. . Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
4. . Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan
5. . Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
6. . Maintain Quality of sales by ensuring the Persistency standards of the channel
7. . Adherence to the desired input behaviors to drive Sales and Recruitment
8. . Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.
9. . Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

Measures of Success:

1. . Hiring and driving activation of Top Advisors/Financial Distributors from competition
2. . Career Seminars / Meetings with Top
4. Advisors/ Financial Distributors
5. . Meeting Sales and Recruitment Plan
7. consistently
8. . Persistency
9. . Advisor Productivity & Retention
10. . Adhering to Input behaviors

Key Relationships (Internal / External):

1. . Circle Head -Elite Vertical
2. . Ops Team (CET and DSDO)
3. . Training and Development
4. . Human Resources