State Head - Bajaj Allianz Life Insurance || Agency Channel

Role & responsibilities

Regional Sales Planning.

• Prepare business projection for the months, quarters & year.
• Provide guidance to Territory Managers by keeping abreast of market trends to achieve market share metrics in the city & State.

Sales Management

• Ensure daily activity from TMs and leads updation in BMT & LMS.
• Conduct Training & Development program with the help of Training & content team.
• Drive IC recruitment thru various initiatives
• Drive IC activation through regular interaction and motivation
• Drive persistency in line with the set persistency targets (13th month 85% & 25th month at 80%)
• Leverage incentive program to drive qualification of Insurance consultants
• Provide regular feedback and suggestions to the team through daily/ weekly/ monthly performance review and provide inputs on what is working and what is not working.

Relationship Management

• Collaborate with HO and Agency team to improve performance of team members.
• Maintain relations with Insurance consultants/ distributors to drive maximum output.
• Coordinate with Operations Team (ZOM/ SOM/DOH) to ensure policy login and issuance.

Training & Development

• Impart regular training with the help of training team and product & underwriting team.
• Impart refresher trainings to the sales team members/ ICs as and when required.

Stakeholder Management.

• Coordinate with HO team for product, Operation & Underwriting support

Preferred candidate profile

a) Work Experience

• 10-15 years + experience with min 6 years of Team management
• Life Insurance Agency Channel / Variable Agency preferred candidate from Core Agency, Term or Retirement product.
• Understanding of Key Vectors & Sales Equation of Agency channel