Job Description

Position ADM – Elite Vertical Incumbent NA
Department Agency Function Agency
Reporting to Circle Head – Elite Vertical Band 4 / 4A
Location Multiple Locations – Pan India Team size (D/I) NA
JOB SUMMARY
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving
revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development
of proven top performing advisors/ financial distributors
KEY RESPONSIBILITIES

• Identify the Top financial /General Insurance/Health Insurance distributors in the
  assigned territory from the competition
• Pitch Max-Life Agency Career Opportunity through Career Seminars /
  Presentations / Meetings
• Understand the Top Advisor/ Business Associate value proposition, onboarding
  process and regulations related to the same
• Hiring and Onboarding of Top Advisors and Business Associates’ post conducting
  Career seminars and Presentation and meet the defined Recruitment plan
• Drive sales from the team of Top Advisors / Business Associates and Financial
  distributors to meet the defined sales plans.
• Maintain Quality of sales by ensuring the Persistency standards of the channel
• Adherence to the desired input behaviors to drive Sales and Recruitment
• Periodically Train & Develop advisors for new product launches and
  communicating any changes in company guidelines / policies.
• Managing field operations by coordinating with Operations and DSDO for sales
  and Recruitment.

MEASURES OF SUCCESS

• Hiring and driving activation of Top
  Advisors/Financial Distributors from
  competition
• Career Seminars / Meetings with Top
  Advisors/ Financial Distributors
• Meeting Sales and Recruitment Plan
  consistently
• Persistency
• Advisor Productivity & Retention
• Adhering to Input behaviors
  KEY RELATIONSHIPS
• Circle Head -Elite Vertical
• Ops Team (CET and DSDO)
• Training and Development
• Human Resources
  KNOWLEDGE/SKILLS/ABILITIES:
• Strong relationship building capability
• Go-getter attitude
• Result orientation
• Passionate towards Sales

DESIRED QUALIFICATION AND EXPERIENCE

• Graduate with 5+ years of experience, at least 3 years’ experience in insurance sector
• Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
• Should have similar market exposure and experience in process driven, quality sales organizations
• Familiarity with skills in recruitment, driving sales and activation

ORG CHART: CEO→ DMD→Head Agency →Regional Manager / CVP & Head – Elite Vertical (dotted line) → Circle Head – Elite
Vertical →ADM Elite Vertical