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Senior Associate Partner - Agency Management


Max Financial Services


Location

Meerut | India


Job description

Job Description

Job Code:

Position

Sr . Associate Partner - Management

Reporting To

Office Head

Department

Agency

Function

Agency Sales

Location

Meerut -1

Band

4A

Job Summary:

The incumbent will be responsible for:

    • Revenue targets of the unit
    • Productivity of the unit
    • Recruit, coach and develop ADMs and Agent Advisors
    • Adherence to Customer service standards

Key Responsibilities/ Key Deliverables:

Meet unit targets

  • Achieve revenue targets
  • Ensure FLS meeting WFYP Standards
  • Supervise the activity plan of Sales
  • Ensure that all ADMs and Agents under supervision perform as per the company's rules and regulations

Track productivity measures as for the unit

    • YTD WFYP and GPA
    • Encourage Protection Sales and Cross-Sell
    • Augmenting MTD Active Agent
    • Recruitment & Sales Calls traction at ADM level
    • Agent and ADM retention
    • Maintaining 13th & 25th Month Persistency at 88%

Execute plans for growth of the agency

  • Identify, interview and select new ADMs from natural market and by networking
  • Ensure adherence to laid down sales and service standards for ADMs
  • Conduct weekly performance review and planning (PRP) for ADMs
  • Ensure retention of ADMs by formulating their development plans, meeting their training needs and communicating with them on a regular basis

Other responsibilities

  • HO co-ordination
  • Sales promotion activities
  • Assist in overall running of the Office
  • Strong Relationship Building and Cross-Functional Collaboration

Measures of Success:

  • Achievement of business plan & GPA
  • Recruitment / Development & Activisation of ADM as per plan
  • Over All ADM meeting WFYP stds
  • New ADM Success in the Unit
  • ADM retention
  • Number of EC/MDRT Qualifiers

Job Specifications:

Educational Background: Graduate preferably with an MBA

Work Experience:

  • If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people
  • A graduate should have a minimum of 7-8 years of experience in the Insurance Industry
  • Should have local market exposure and experience in process driven, quality sales organizations

Job Description

Job Code:

Position

Sr . Associate Partner - Management

Reporting To

Office Head

Department

Agency

Function

Agency Sales

Location

Meerut -1

Band

4A

Job Summary:

The incumbent will be responsible for:

    • Revenue targets of the unit
    • Productivity of the unit
    • Recruit, coach and develop ADMs and Agent Advisors
    • Adherence to Customer service standards

Key Responsibilities/ Key Deliverables:

Meet unit targets

  • Achieve revenue targets
  • Ensure FLS meeting WFYP Standards
  • Supervise the activity plan of Sales
  • Ensure that all ADMs and Agents under supervision perform as per the company's rules and regulations

Track productivity measures as for the unit

    • YTD WFYP and GPA
    • Encourage Protection Sales and Cross-Sell
    • Augmenting MTD Active Agent
    • Recruitment & Sales Calls traction at ADM level
    • Agent and ADM retention
    • Maintaining 13th & 25th Month Persistency at 88%

Execute plans for growth of the agency

  • Identify, interview and select new ADMs from natural market and by networking
  • Ensure adherence to laid down sales and service standards for ADMs
  • Conduct weekly performance review and planning (PRP) for ADMs
  • Ensure retention of ADMs by formulating their development plans, meeting their training needs and communicating with them on a regular basis

Other responsibilities

  • HO co-ordination
  • Sales promotion activities
  • Assist in overall running of the Office
  • Strong Relationship Building and Cross-Functional Collaboration

Measures of Success:

  • Achievement of business plan & GPA
  • Recruitment / Development & Activisation of ADM as per plan
  • Over All ADM meeting WFYP stds
  • New ADM Success in the Unit
  • ADM retention
  • Number of EC/MDRT Qualifiers

Job Specifications:

Educational Background: Graduate preferably with an MBA

Work Experience:

  • If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people
  • A graduate should have a minimum of 7-8 years of experience in the Insurance Industry
  • Should have local market exposure and experience in process driven, quality sales organizations


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