Manager Elite Vertical

Job Description
Incumbent
Position
ADM - Elite Vertical
Agency
NA
Department
Reporting to
Function
Agency
4 / 4A
NA
Circle Head – Elite Vertical
Multiple Locations – Pan India
Band
Location
Team size (D/I)
JOB SUMMARY
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
MEASURES OF SUCCESS
†Identify the Top financial /General Insurance/Health Insurance distributors in the †Hiring and driving activation of Top
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
Advisors/Financial Distributors from
competition
• Career Seminars / Meetings with Top
Advisors/ Financial Distributors
• Meeting Sales and Recruitment Plan
consistently
/
• Persistency
• Drive sales from the team of Top Advisors / Business Associates and Financial • Advisor Productivity & Retention
distributors to meet the defined sales plans.
• Adhering to Input behaviors
• Maintain Quality of sales by ensuring the Persistency standards of the channel
• Adherence to the desired input behaviors to drive Sales and Recruitment
KEY RELATIONSHIPS
• Circle Head -Elite Vertical
• Ops Team (CET and DSDO)
• Periodically Train
communicating any changes in company guidelines / policies.
& Develop advisors for new product launches and
• Managing field operations by coordinating with Operations and DSDO for sales • Training and Development
and Recruitment.
• Human Resources
KNOWLEDGE/SKILLS/ABILITIES:
• Strong relationship building capability
• Go-getter attitude
• Result orientation
• Passionate towards Sales
DESIRED QUALIFICATION AND EXPERIENCE
• 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
ORG CHART: CEO→ DMD→Head Agency →Regional Manager / CVP & Head – Elite Vertical (dotted line) → Circle Head – Elite
Vertical →ADM Elite Vertical