Job Description

Position
Circle Head - Elite Vertical
Incumbent
NA
Department
Agency
Function
Agency
Reporting to
Regional Manager- Elite Vertical
Band
3
Location
Multiple Locations - Pan India
Team size (D/I)
10
JOB SUMMARY
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors
KEY RESPONSIBILITIES

• o Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
• o Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
• o Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
• o Hiring and Onboarding of Top Advisors and Business Associates' post conducting Career seminars and Presentation and meet the defined Recruitment plan
• o Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
• o Maintain Quality of sales by ensuring the Persistency standards of the channel
• o Adherence to the desired input behaviours to drive Sales and Recruitment
• o Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.
• o Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

MEASURES OF SUCCESS

• o Hiring and driving activation of Top Advisors/Financial Distributors from competition
• o Career Seminars / Meetings with Top

Advisors/ Financial Distributors

• o Meeting Sales and Recruitment Plan

consistently

• o Persistency
• o Advisor Productivity & Retention
• o Adhering to Input behaviors

KEY RELATIONSHIPS

• o Circle Head -Elite Vertical
• o Ops Team (CET and DSDO)
• o Training and Development
• o Human Resources

KNOWLEDGE/SKILLS/ABILITIES:

• o Strong relationship building capability
• o Go-getter attitude
• o Result orientation
• o Passionate towards Sales

DESIRED QUALIFICATION AND EXPERIENCE

• o Graduate with 5+ years of experience, at least 3 years' experience in insurance sector
• o Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
• o Should have similar market exposure and experience in process driven, quality sales organizations
• o Familiarity with skills in recruitment, driving sales and activation

ORG CHART: CEO? DMD?Head Agency ?Regional Manager / CVP & Head - Elite Vertical (dotted line) ? Circle Head - Elite Vertical ?ADM Elite Vertical

Position
Circle Head - Elite Vertical
Incumbent
NA
Department
Agency
Function
Agency
Reporting to
Regional Manager- Elite Vertical
Band
3
Location
Multiple Locations - Pan India
Team size (D/I)
10
JOB SUMMARY
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors
KEY RESPONSIBILITIES

• o Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
• o Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
• o Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
• o Hiring and Onboarding of Top Advisors and Business Associates' post conducting Career seminars and Presentation and meet the defined Recruitment plan
• o Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
• o Maintain Quality of sales by ensuring the Persistency standards of the channel
• o Adherence to the desired input behaviours to drive Sales and Recruitment
• o Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.
• o Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

MEASURES OF SUCCESS

• o Hiring and driving activation of Top Advisors/Financial Distributors from competition
• o Career Seminars / Meetings with Top

Advisors/ Financial Distributors

• o Meeting Sales and Recruitment Plan

consistently

• o Persistency
• o Advisor Productivity & Retention
• o Adhering to Input behaviors

KEY RELATIONSHIPS

• o Circle Head -Elite Vertical
• o Ops Team (CET and DSDO)
• o Training and Development
• o Human Resources

KNOWLEDGE/SKILLS/ABILITIES:

• o Strong relationship building capability
• o Go-getter attitude
• o Result orientation
• o Passionate towards Sales

DESIRED QUALIFICATION AND EXPERIENCE

• o Graduate with 5+ years of experience, at least 3 years' experience in insurance sector
• o Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
• o Should have similar market exposure and experience in process driven, quality sales organizations
• o Familiarity with skills in recruitment, driving sales and activation

ORG CHART: CEO? DMD?Head Agency ?Regional Manager / CVP & Head - Elite Vertical (dotted line) ? Circle Head - Elite Vertical ?ADM Elite Vertical

Skills Required