To recruit valuable quality prospective insurance advisors / agents and ensure that they are acquiring IRDA licensing in order to achieve the sales target set by the company.
Engaging the advisors / agents to achieve the sales target set by the company.
Provide on the job training and manage & monitor performance of the advisors / agents on financial planning with the clients / customers
Update knowledge about financial markets and latest trends in life insurance industry.
Conduct advisor / agent engagement activities during the week to motivate and train advisors / agent
Conduct rewards and recognition program for advisors / agents monthly, Quarterly and Annually.
Motivate advisors to visit the branch and create branch engagement, visiting advisors at home / office to do prospecting and there by initiating the client meeting.




Relationship management with stake holders.
Maintain persistence for the policies procured by the team of advisors/ agents to achieve overall profitability of the team.
Providing proper customer service and assist agents / advisors / clients / customers in claim settlement
Accompany Advisors on joint clients visits with the reporting manager to facilitate successful policy closures.
Maintain Accurate and timely updates of all sales executives and client interactions in the SAM system.
Renewal Collection.
Comfortable with agents recruitment on various portals or personal reference
Maintain check in and check out time on our Agency App.

📌 Walk In Agency Sales Bareilly
🏢 Bajaj Life Insurance
📍 Bareilly