Advisor Development & Retention Manager

Job Description

Position

Advisor Development & Retention Manager (ADRM)

Incumbent

NA

Department

Agency

Function

Agency

Reporting to

Cluster Head Advisor Development and Retention

Band

4

Location

Multiple Locations – Pan India

Team size (D/I)

NA

JOB SUMMARY

The Advisor Development and Retention Manager (ADRM) will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment.

The ADRM will be responsible for month-on-month activation and retention of assigned advisors.

KEY RESPONSIBILITIES

• Drive cross sales and new sales from the assigned team of Advisors
  
  
• Drive Input behaviors with the assigned team of Advisors.
  
  
• Meeting the sales plan numbers consistently and achieve the sales standards.
  
  
• Maintain and improve the Sales Quality Standards by maintaining the Persistency standards.
  
  
• Training and Development of the team of advisors for new product launches / revision in the existing policies.
  
  
• Drive advisor attendance in Trainings and GO-meets.

MEASURES OF SUCCESS

• New Business Premium Sourced
• Advisor Activation & Productivity month on month
• Cross-Sell Conversion
• Meeting Persistency standards
• Adhering to Input behaviors as per the defined standards

Key Relationships

• Advisors
• Cluster Head – Advisor Development and Retention
• Agency Office Head
• Operations Team
• Training and Development

Knowledge/Skills/Abilities:

• Strong relationship building capability
• Result orientation
• Collaborative working style
• Passionate about Sales

Desired qualification and experience

▪ Graduate with 3+ years of experience, minimum experience of insurance sector 2 years

▪ Proven Sales Track Record in Insurance, preferably Life Insurance

▪ Experience in a cross-sell sales team

▪ Familiarity with skills in supervision & development of teams, strong networking

Org Chart: Vertical Head –> Regional Manager –> Cluster Head –> Advisor Development and Retention Manager