Digital Sales Manager -Agency

Job Description

Function Summary

The Digital Agency Channel is a modern distribution model where insurance products are sold through digitally empowered Advisors.

These Advisors act as intermediaries between the insurance company and customers, facilitating policy sales, offering advisory services,

and providing post-sale support. This model is designed to enhance customer experience, particularly in markets where digital solicitation

is preferred. Through this channel, advisors also support customers in,

a) Resolving policy service need

b) Renewal collection to resolve policy holder’s service needs, Cross sale opportunity.

Job Summary : Responsible for

Advisor Recruitment

Advisor Development

Advisor Activation & Meeting WFYP Targets

Conducting Career Seminars for Advisors

Advisor Engagement

Key Responsibilities / Key Deliverables :

Advisor Recruitment

Lead the recruitment of insurance advisors as per the annual

goal sheet

Actively engage with prospects through natural market outreach

and close leads provided via structured digital campaigns

Conduct Career Seminar of prospects

Ensure timely completion of onboarding milestones including IC-

38 certification, URN generation, and first sale Advisor Development

Development of advisor prospecting habits, calling habits and

work habits.

Work with Advisor on planning and reviewing of activities and

goals.

Identify the training needs of the Advisor and work with Trainers

to improve the same

Advisor Activation & Meeting WFYP Targets

Achievement of monthly, quarterly & yearly business plans.

Improve Advisor productivity & persistency by regular

PRP / IID / GID etc.

Coordinate with sales tele-callers to support lead conversion and

sales closures.

Enable hybrid sales journeys (online + offline) for first-time sales.

Advisor Engagement

Conduct webinars, app-based training, and digital engagement

activities.

Promote advisor app usage and ensure training completion.

Customer Centricity

Be AMLI brand ambassador & a customer champion

Follow AMLI sales practice to develop deep customer loyalty

• Hold periodical customer meet to understand customer pulse &

need

Ensure customer queries are responded to satisfactorily as per

AMLI standard.

Requirements

Desired qualification and experience

Graduate with 3–6 years of sales experience (BFSI preferred; experience in insure-tech is a plus).

Strong digital fluency (CRM tools, mobile apps, webinars).

Experience in recruitment or team handling is advantageous.

Excellent communication, coordination, and coaching skills.

Not more than 2 Job Changes in one year

Benefits

Industrial standards

Requirements

DESIRED QUALIFICATIONS AND EXPERIENCE Graduate in any discipline At least 5 - 6 years in sales and 4 - 5 years in conducting sales training At least 12 months experience as Sales Development Manager. Competence in knowledge about products, processes etc. and training skills To handle AP, Telengana and Karnataka