- Train, coach, and mentor advisors on products, sales techniques, and regulatory guidelines.
- Generate life insurance business through the agency channel.
- Support advisors in lead generation, customer acquisition, and policy closures.
- Drive monthly, quarterly, and annual premium targets.
- Conduct joint sales calls and customer meetings with advisors.
- Monitor advisor productivity and improve performance through regular reviews.
- Ensure policy persistency, customer service, and timely renewals.
- Maintain accurate sales reports and MIS.
- Ensure adherence to IRDAI regulations and company compliance standards.
Preferred candidate profile
- Advisor recruitment and activation
- Premium collection (FYP/ANP)
- Business target achievement
- Advisor productivity
- Policy persistency
- Customer acquisition and retention
- Renewal performance
- Compliance adherence