The Circle Manager will drive business growth by leading and managing a team of SDMs, UMs, AMs, and BDMs within the insurance agency or direct sales channel.
Key Responsibilities :
Leadership & Team Management
- Provide clear communication of the organization's vision and local team objectives, with proficiency in English and local language.
- Lead and support Career FLS / BLs to maximize business goals and productivity.
- Offer strategic advice based on superior channel knowledge, product expertise, and sales skills.
- Support and coach the team during important sales calls and provide regular sales mentoring.
- Conduct weekly performance reviews and develop actionable improvement plans.
- Identify skills gaps and implement developmental plans through trainings and activities.
- Assist Circle Manager and Associate Circle Heads in achieving their performance goals.
- Oversee training certifications of SDMs reporting to Circle Managers (0-6 months).
- Build a culture of high organizational values, ethics, and integrity within the Circle.
Sales & Sales Management
Maximize Circle sales productivity and achieve monthly and annual targets.Provide daily leadership and motivation towards target achievement.Directly support selective large client acquisitions without compromising other objectives.Monitor performance against plans and take corrective actions as needed.Ensure agency discipline including daily huddle attendance, quality performance reviews, and completion of SAM calls.Oversee sales processes from lead generation to business conversion.Manage recruitment and activation of Financial Consultants (FCs) and Business Leaders (BLs).Drive employee success by maintaining low attrition and ensuring monthly target achievement.Identify and recruit top Financial Consultants from the market.Convert top FCs into Business Leaders and help them build their teams for maximum leverage.Support BLs in expanding their distribution networks through their FCs.Required Candidate Profile :
Graduation is mandatory.Insurance team handling experience in Agency or Direct channels is a must.Minimum 5-7 years experience in insurance agency or direct channel sales.Minimum 2-3 years team handling experience in the agency channel is required.Proven track record of performance and career stability.Skills Required
Insurance Sales, Business Development