Job Description

Position

Cluster Head - Advisor Development & Retention

Incumbent

NA

Department

Agency

Function

Agency

Reporting to

Regional Manager - Advisor Development and Retention

Band

4A

Location

Multiple Locations - Pan India

Team size (D/I)

10

JOB SUMMARY

Cluster Head will be managing a team of 10 Advisor Development and Retention Managers (ADRMs). The ADRMs will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment.

The Cluster Head will supervise the team of ADRMs and will drive month-on-month activation and retention of assigned advisors.

KEY RESPONSIBILITIES

• Drive Input behaviors with the assigned team of ADRMs and Advisors.

• Drive cross sales and new sales from the assigned team of ADRMs and advisors.

• Meeting the sales plan numbers consistently

• Maintain and improve the Sales Quality Standards by maintaining the Persistency standards.

• Training and Development of the team of ADRMs, advisors for new product launches / revision in the existing policies.

• Drive advisor attendance in Trainings and GO-meets.

• Work with other functions / departments and work towards solving roadblocks faced by team of ADRMs and advisors.

MEASURES OF SUCCESS

• New Business Premium Sourced

• Advisor Activation & Productivity month on month

• Cross-Sell Conversion

• Meeting Persistency standards

• ADRMs meeting standards

• Adhering to Input behaviors as per the defined standards

Key Relationships

• Advisors

• Advisor Development and Retention Managers (ADRMs)

• Regional Manager - Advisor Development and Retention
• Head - Advisor Development and Retention

• Agency Office Head

• Operations Team

• Training and Development

Knowledge/Skills/Abilities:

• Strong relationship building capability

• Go-getter attitude

• Result orientation

• Collaborative working style

• Passionate about Sales

• Ability operate in a challenging, changing environment

Desired qualification and experience

\xe2\x96\xaa Graduate with 5+ years of experience, minimum experience of insurance sector 3 years

\xe2\x96\xaa Proven Sales Track Record in Insurance, preferably Life Insurance

\xe2\x96\xaa Experience in a cross-sell sales team

\xe2\x96\xaa Experience in leading teams

\xe2\x96\xaa Should have similar market exposure and experience in process driven, quality sales organizations

\xe2\x96\xaa Familiarity with skills in supervision & development of teams, strong networking

Org Chart: Vertical Head -
Regional Manager -
Cluster Head -
Advisor Development and Retention Manager



Position

Cluster Head - Advisor Development & Retention

Incumbent

NA

Department

Agency

Function

Agency

Reporting to

Regional Manager - Advisor Development and Retention

Band

4A

Location

Multiple Locations - Pan India

Team size (D/I)

10

JOB SUMMARY

Cluster Head will be managing a team of 10 Advisor Development and Retention Managers (ADRMs). The ADRMs will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment.

The Cluster Head will supervise the team of ADRMs and will drive month-on-month activation and retention of assigned advisors.

KEY RESPONSIBILITIES

• Drive Input behaviors with the assigned team of ADRMs and Advisors.

• Drive cross sales and new sales from the assigned team of ADRMs and advisors.

• Meeting the sales plan numbers consistently

• Maintain and improve the Sales Quality Standards by maintaining the Persistency standards.

• Training and Development of the team of ADRMs, advisors for new product launches / revision in the existing policies.

• Drive advisor attendance in Trainings and GO-meets.

• Work with other functions / departments and work towards solving roadblocks faced by team of ADRMs and advisors.

MEASURES OF SUCCESS

• New Business Premium Sourced

• Advisor Activation & Productivity month on month

• Cross-Sell Conversion

• Meeting Persistency standards

• ADRMs meeting standards

• Adhering to Input behaviors as per the defined standards

Key Relationships

• Advisors

• Advisor Development and Retention Managers (ADRMs)

• Regional Manager - Advisor Development and Retention
• Head - Advisor Development and Retention

• Agency Office Head

• Operations Team

• Training and Development

Knowledge/Skills/Abilities:

• Strong relationship building capability

• Go-getter attitude

• Result orientation

• Collaborative working style

• Passionate about Sales

• Ability operate in a challenging, changing environment

Desired qualification and experience

\xe2\x96\xaa Graduate with 5+ years of experience, minimum experience of insurance sector 3 years

\xe2\x96\xaa Proven Sales Track Record in Insurance, preferably Life Insurance

\xe2\x96\xaa Experience in a cross-sell sales team

\xe2\x96\xaa Experience in leading teams

\xe2\x96\xaa Should have similar market exposure and experience in process driven, quality sales organizations

\xe2\x96\xaa Familiarity with skills in supervision & development of teams, strong networking

Org Chart: Vertical Head -
Regional Manager -
Cluster Head -
Advisor Development and Retention Manager

Max Life Insurance