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Partner - OH_Greenfield


Max Financial Services


Location

Jorhat | India


Job description

Job Description

Job Code:

Position

Partner - OH / Sr. APM - OH

Reporting To

Regional Manager / Sr Regional Manager

Department

Agency - New Greenfield

Function

Agency Greenfield

Location

Band

4A / 3

Job Summary:

  • Responsible for productivity of the Agency Office
  • Agent Recruitment and Development
  • Attaining sales goals, delivering exceptional customer service, and growing the office's revenues YoY

Key Responsibilities/ Key Deliverables:

  • To meet the revenue targets for the Branch
  • To track the productivity measures as per the GPA : Premium per agent , case rate , persistency, Paid cases per agent , CSG Calls , Retention Rate and annual WFYPstandards.
  • To identify ,interview and select new Agency Development Managers
  • Conduct weekly performance review (PRP) for ADMs
  • To ensure retention of FLS by formulating their development plans , meeting their training needs and communicating with them on a regular basis .
  • Maximise Profitability by utilizing Protection Sales and Cross-Sell
  • Monitoring Employee parameters like Overall ADM meeting WFYP Standards and New ADM Success
  • Supervise the activity plan of ADM & Agents to ensure that these are fulfilled as per the desired standards
  • To ensure that all FLS and Agents under supervision perform as per the company's rules and regulations
  • Taking care of Customer parameters in the shape of 13th & 25th month persistency
  • Taking care of MTD Active agent Manmonths

Measures of Success:

  • GPA
  • AFYP
  • Case Active Rate
  • Recruitment (ADM/Agent/AM)
  • Retention (ADM/Agent/AM)
  • Variable - AAP/AM Plan Achievement (Recruitment/Sales)
  • Cross Sell plan ach.
  • Super Star Agent plan ach.
  • Persistency
  • Over All ADM meeting WFYP stds
  • ADM Promotions

Job Specifications:

Education & Experience:

  • Graduate preferably with an MBA
  • 7-10 years of experience in sales and sales management ,recruitment , supervision and development of people
  • Should have local market exposure and experience in process driven ,quality sales system organizations

Knowledge & Skill Matrix:

  • Familiarity with local market
  • Skills in recruitment, supervision & development of teams
  • Result orientation
  • Strong network
  • Demonstrated ability in leading people
  • Achievement Orientation

Job Description

Job Code:

Position

Partner - OH / Sr. APM - OH

Reporting To

Regional Manager / Sr Regional Manager

Department

Agency - New Greenfield

Function

Agency Greenfield

Location

Band

4A / 3

Job Summary:

  • Responsible for productivity of the Agency Office
  • Agent Recruitment and Development
  • Attaining sales goals, delivering exceptional customer service, and growing the office's revenues YoY

Key Responsibilities/ Key Deliverables:

  • To meet the revenue targets for the Branch
  • To track the productivity measures as per the GPA : Premium per agent , case rate , persistency, Paid cases per agent , CSG Calls , Retention Rate and annual WFYPstandards.
  • To identify ,interview and select new Agency Development Managers
  • Conduct weekly performance review (PRP) for ADMs
  • To ensure retention of FLS by formulating their development plans , meeting their training needs and communicating with them on a regular basis .
  • Maximise Profitability by utilizing Protection Sales and Cross-Sell
  • Monitoring Employee parameters like Overall ADM meeting WFYP Standards and New ADM Success
  • Supervise the activity plan of ADM & Agents to ensure that these are fulfilled as per the desired standards
  • To ensure that all FLS and Agents under supervision perform as per the company's rules and regulations
  • Taking care of Customer parameters in the shape of 13th & 25th month persistency
  • Taking care of MTD Active agent Manmonths

Measures of Success:

  • GPA
  • AFYP
  • Case Active Rate
  • Recruitment (ADM/Agent/AM)
  • Retention (ADM/Agent/AM)
  • Variable - AAP/AM Plan Achievement (Recruitment/Sales)
  • Cross Sell plan ach.
  • Super Star Agent plan ach.
  • Persistency
  • Over All ADM meeting WFYP stds
  • ADM Promotions

Job Specifications:

Education & Experience:

  • Graduate preferably with an MBA
  • 7-10 years of experience in sales and sales management ,recruitment , supervision and development of people
  • Should have local market exposure and experience in process driven ,quality sales system organizations

Knowledge & Skill Matrix:

  • Familiarity with local market
  • Skills in recruitment, supervision & development of teams
  • Result orientation
  • Strong network
  • Demonstrated ability in leading people
  • Achievement Orientation


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