Job Description
Roles and Responsibilities
- Recruit Agency Partners and advisors
- Coordinate for the regulatory trainings
- Manage daily, weekly, and monthly choreography
- Conduct daily, weekly, and monthly Agency partner meetings
- Income and Goal setting exercise for the month
- Joint field work along with Agency partners and advisors to source insurance policy
- Drive business submission and issuances
- Clearance of pending cases for documentation and medicals as a part of the issuance process
- Train distribution on getting higher first time right % submission
- Achieve monthly objectives and targets
- Motivate advisors and Agency partners for various contest and sales enablers
- Daily update about the status of business and applicability in contest
- Maintain healthy relationship with all stakeholders like customers and distributors
- Work on opportunity of cross sell and upsell
- Focused effort to drive renewal premium collection
Desired Candidate Profile
Qualification : Graduate / MBA / PG
Experience : 3 to 4 years agency channel exposure in Life Insurance
Age Limit : Years Max