- Achieve monthly, quarterly, and annual First Year Premium (FYP) sales targets through broker partners.
- Develop and maintain strong relationships with insurance brokers and corporate agency partners.
- Identify and onboard current broking partners to expand the distribution network.
- Conduct regular meetings with broker relationship managers and sales teams.
- Provide product training and sales support to broker employees.
- Assist brokers in customer need analysis and recommending suitable life insurance products.
- Plan and execute joint sales calls with broker representatives.
- Organize sales campaigns, contests, roadshows, and promotional events to increase business.
- Monitor broker productivity and implement strategies to improve performance.
- Ensure principal officers and broker representatives are IRDAI-certified wherever required.
- Provide regular updates on products, underwriting guidelines, and standard operating procedures.
- Coordinate with underwriting and operations teams for quick policy issuance.
Preferred candidate profile
- First Year Premium (FYP) achievement
- Business sourced through broker partners
- Number of active broker relationships
- Partner productivity
- Policy issuance ratio
- Policy persistency
- Business quality (low cancellations and complaints)
- Partner satisfaction and retention
- Compliance and audit adherence