An Agency Partner is responsible for recruiting life insurance advisors, training them, motivating them, and helping them achieve their business portfolio.
Key Responsibilities:
- Recruit new insurance advisors.
- Train and develop advisors.
- Guide advisors in customer meetings.
- Achieve monthly and annual business criteria.
- Ensure excellent customer service and policy persistency.
- Maintain compliance with company guidelines.
Skills Required:
- Leadership and communication skills.
- Sales and marketing ability.
- Team management.
- Customer relationship management.
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SAP (Senior Agency Partner)
Role:
A Senior Agency Partner leads a larger advisor team, develops business strategies, and supports Agency Partners in achieving organizational goals.
Key Responsibilities:
- Manage and mentor Agency Partners and advisors.
- Recruit quality advisors.
- Increase team productivity and business volume.
- Conduct training sessions and business reviews.
- Maintain customer satisfaction and regulatory compliance.
Skills Required:
- Robust leadership and coaching skills.
- Sales planning and execution.
- Team-building and performance management.
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CAP (Chief Agency Partner)
Role:
A Chief Agency Partner is responsible for building and leading a high-performing agency business, driving sales growth, and developing future leaders within the organization.
Key Responsibilities:
- Build and manage a large agency network.
- Recruit, train, and develop Agency Partners and advisors.
- Drive business growth and achieve revenue targets.
- Monitor team performance and implement business strategies.
- Ensure compliance and deliver excellent customer service.
Skills Required:
- Excellent leadership and people management.
- Strategic business planning.
- Sales and marketing expertise.
- Strong communication and problem-solving skills.
Career Growth:
AP → SAP → CAP → Higher partnership Roles (as per company policy and performance).
📌 Sales and Marketing Associate (Kolkata)
🏢 Kotak Mahindra Life Insurance Co
📍 Kolkata
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