Branch Success Coach

Branch Success Coach (BSC)

Department : Agency

Location : Central Office – Mumbai (Work-from-Office)

Reports To : BSC Lead

Type : Full-time | Fixed Daytime Working Hours

Role Overview

The Business Success Coach (BSC) will coach and enable newly recruited Branch Managers (BMs) throughout

their critical onboarding and early performance period (first 180 days). The BSC will work with 5-10 BMs on an

ongoing basis. He / She will as a dedicated single point of contact for each new BM—driving performance, and

instilling a culture of accountability, activity focus, and execution discipline. The role requires balancing hands-on

enablement with rigorous governance to ensure each BM achieves targeted recruitment, activation, and sales

milestones.

Key Skills & Competencies

 Proven track record in life insurance sales, branch management, or sales training

 Strong coaching and mentoring skills—able to influence outcomes virtually and on-ground

 Ability to translate data insights into actionable execution plans

 Excellent communication, interpersonal, and stakeholder management skills

 High accountability mindset with a balance of empathy and performance push

 Comfortable with digital tools, dashboards, and virtual collaboration platforms

Key Responsibilities

A. BM Enablement Support

 Coach on conducting impactful BOPs, customer meets, and community outreach activities

 Provide best-practice playbooks for recruitment, activation, and retention of field force

 Support BMs in executing branch-level marketing initiatives (health camps, advisor meets, etc.).

B. Capability Building

 Guide BMs on building their ARDM, EIM, and CDA pipelines and improving activation

 Ensure timely completion of all BM onboarding modules and branch induction milestones

 Deliver micro-coaching sessions on recruitment logic, advisor engagement, and product pitching.

 Facilitate role-play simulations for objection handling and high-stakes customer / advisor meetings

C. Performance Tracking & Governance

 Conduct structured daily virtual connects with each new BM as per defined sales and recruitment

outputs

 Track BM input and output metrics on recruitment and sales funnel

 Flag performance red zones early and coordinate interventions with RM / ZM.

 Maintain detailed logs, observations, and weekly progress summaries

KPIs :

 Sales and Recruitment activation of new BM

 Branch Performance on input and output parameters

 Recruitment and activation from network prospects of new BM

 Branch Funnel Hygiene on business and recruitment

Experience

 8+ years of experience in life insurance branch management, sales leadership, or training

 Prior role as Branch Manager, Agency Manager, or Sales Trainer preferred

 Graduate (minimum); certifications in insurance or sales training are an advantage.

 Fluent in Hindi and English (regional language skills required as per region)

Education

Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Business Administration (B.B.A), MBBS, Bachelor of Applied Science (BAS), Bachelor Of Pharmacy (B.Pharm), Bachelors of Law (B.L / L.L.B), Bachelor of Commerce (B.Com), Bachelor Of Computer Application (B.C.A), Bachelor of Dental Surgery (B.D.S), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Social Work (B.S.W), Bachelor of Arts (B.A), Bachelor of Architecture (B.Arch), Bachelor of Music, Bachelor of Science (B.Sc), Bachelor of Interdisciplinary Studies, Bachelor of Health Science, Bachelor Of Technology (B.Tech / B.E), Bachelor of Education (B.Ed), Bachelor of Music Education (B.M.E.), Bachelor in General Studies (BGS), Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA / ALB)

Skills Required

Life Insurance Sales, Agency Channel