1. Establish and develop relationships with Agents,Managing Partner, Associate Partners, Sales
Managers and strategize about how to drive saleswithin the available product range and territory based on regional planning.
2. Identify, educate, train and support Top AA contributors and Sr. ADM’s and Above and be reactive
to their needs.
3. Identify and maintain a list of 75-100 focus agents/ and All Sr. ADM and above who are willing and able to
increase productivity by prospecting and cross selling, segment focus, Product Focus agent by potential,
product bias and location.
4. Develop Ad hoc presentation explaining selling relatedconcepts.
Develop presentation skills and product expertise in
order to educate and motivate agent and field management on their product line with Sale Stories
and BI & NRI (includes industry training and
6. Hold workshops & seminars.
7. Support agent by collecting and communicating
product competitiveness data and leverage AAP & CEIP Channels for higher productivity.
MEASURES OF SUCCESS:
1. Adj MFYP – Cross Sell
2. Sr ADM & Above MFYP Standard
3. Adj MFYP – Business Insurance and NRI
4. MDRT/EC/CEO Council Targets
5. AAP and CEIP Business
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