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Senior Agency Manager

0-5 years

₹ 0.5 - 3L/yr

Prayagraj / Allahabad, Gorakhpur, Lucknow

10 vacancies

Senior Agency Manager

Sun Life Financial

posted 4d ago

Job Description

Job Description: Agency Manager - Life Insurance

Role Overview: The Agency Manager will lead a team of insurance advisors, focusing on recruitment, training, and performance management to achieve sales targets. The role involves motivating advisors, ensuring adherence to compliance, and maintaining strong relationships with both advisors and customers.

Key Responsibilities:

  1. Recruitment and Licensing:
    • Identify and recruit potential insurance advisors.
    • Guide advisors through the licensing process (IRDA examination).
    • Present career opportunities and ensure advisors complete necessary documentation and training.
  2. Sales Target Achievement:
    • Educate advisors on the company's value propositions, compensation policies, and compliance.
    • Set and track monthly/quarterly sales targets with advisors.
    • Motivate and monitor advisor performance through regular engagement.
  3. Training and Development:
    • Provide on-the-job training and support to improve advisors' selling skills.
    • Accompany advisors on joint calls and assist in solution design for customers.
    • Organize performance reviews and ensure continuous learning.
  4. Relationship Management:
    • Build and maintain strong, supportive relationships with advisors.
    • Keep advisors updated on new products and schemes.
    • Coordinate with internal departments to resolve issues and improve operations.
  5. Retention and Renewals:
    • Track and manage policy renewals to ensure consistent business.
    • Follow up with advisors to ensure timely renewals and profitability.

Key Challenges:

  • Recruiting and retaining quality advisors in a competitive market.
  • Overcoming market fluctuations and increasing competition.
  • Ensuring smooth policy issuance and delivery while managing client relationships.

This role requires strong leadership, sales expertise, and the ability to motivate a diverse team to meet organizational goals in a competitive market.


Employment Type: Full Time, Permanent

Read full job description

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What people at Sun Life Financial are saying

What Sun Life Financial employees are saying about work life

based on 612 employees
59%
96%
81%
58%
Flexible timing
Monday to Friday
No travel
Night Shift
View more insights

Sun Life Financial Benefits

Submitted by Company
Learning Based Ecosystem
High Performance Culture
Caring and Inclusive Culture
WELLNESS Day offs & additional Wellness allowance
EMPLOYEE ASSISTANCE SUPPORT Programs for mental health and physical wellbeing
VACCINATION SUPPORT Program where our employees and their dependents were vaccinated in office premises +2 more
Submitted by Employees
Free Food
Work From Home
Cafeteria
Health Insurance
Soft Skill Training
Education Assistance +6 more
View more benefits

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