Job Description

Key Result Areas
Supporting Actions
To recruit good quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company.Create P 400s to identify probable list to pitch the career.
Daily calling and fixing recruitment appointments and Scout for potential who can be effective advisors
Make presentation on Career as an insurance advisor
Follow-up for obtaining necessary documentation regularly
Make sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing.


Ensure that the advisors achieve business targets set for them.Educate the advisor on the following

1. value proposition and create WIFME
2. compliance policy
3. Advisor compensationDo a goal setting on the advisor's yearly/ monthly earning and draw up a monthly input /output plan
Break down the plan according to the potential of the insurance advisors
Keep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.
Help sort out any problems faced by the advisors
Review the plan weekly/monthly
Assess training needs and train the advisor as and when required.


Provide on the job training & manage and monitor performance of Advisors so that they can achieve their goals.

Accompany the advisors on joint calls




Support advisors in designing solutions and advise customers




Making sure that the advisor is learning on the job




Prepare the advisors by having them to give dummy presentations to test their level of selling skills




Identify and motivate advisors for club membership. Etc




Monitor, review and guide their performance periodically




Ensure retention, adhere to productivity bench marks of advisors




Ensure participation of advisors in training and other developmental interventions




Have business related issues solved at branch level through RM or Operation staff.



Relationship Management
Maintain healthy & cordial relation with the advisor.


Regularly staying in touch with his advisor (in person) as well as using other modes of communication.




Regularly update the advisors about new product, schemes, clubs, etc.




Coordination with internal departments




Maintain renewals for the policies procured by team of Advisors to overall achieve the profitability of the team.

Constantly track the policies dates and follow up for renewals.




Update the Advisors with updated list of policies due for renewals.





Minimum Experience Level


0 - 4 years
Job Qualifications