Max Financial Services
Location
Dehradun | India
Job description
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. | |||
. 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. |
. 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
. Advisors . Advisor Development and Retention Managers (ADRMs) . Regional Manager - 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 . Graduate with 5+ years of experience, minimum experience of insurance sector 3 years . Proven Sales Track Record in Insurance, preferably Life Insurance . Experience in a cross-sell sales team . Experience in leading teams . Should have similar market exposure and experience in process driven, quality sales organizations . Familiarity with skills in supervision & development of teams, strong networking | |||
Org Chart: Vertical Head - Regional Manager - Cluster Head - Advisor Development and Retention Manager |
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. | |||
. 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. |
. 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
. Advisors . Advisor Development and Retention Managers (ADRMs) . Regional Manager - 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 . Graduate with 5+ years of experience, minimum experience of insurance sector 3 years . Proven Sales Track Record in Insurance, preferably Life Insurance . Experience in a cross-sell sales team . Experience in leading teams . Should have similar market exposure and experience in process driven, quality sales organizations . Familiarity with skills in supervision & development of teams, strong networking | |||
Org Chart: Vertical Head - Regional Manager - Cluster Head - Advisor Development and Retention Manager |
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