JOB SUMMARY
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving
revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development
of proven top performing advisors/ financial distributors

KEY RESPONSIBILITIES
• Identify the Top financial /General Insurance/Health Insurance distributors in the
assigned territory from the competition
• Pitch Agency Career Opportunity through Career Seminars /
Presentations / Meetings
• Understand the Top Advisor/ Business Associate value proposition, onboarding
process and regulations related to the same
• Hiring and Onboarding of Top Advisors and Business Associates’ post conducting
Career seminars and Presentation and meet the defined Recruitment plan
• Drive sales from the team of Top Advisors / Business Associates and Financial
distributors to meet the defined sales plans.
• Maintain Quality of sales by ensuring the Persistency standards of the channel




• Adherence to the desired input behaviors to drive Sales and Recruitment
• Periodically Train & Develop advisors for current product launches and
communicating any changes in company guidelines / policies.
• Managing field operations by coordinating with Operations and DSDO for sales
and Recruitment.

MEASURES OF SUCCESS
• Hiring and driving activation of Top
Advisors/Financial Distributors from
competition
• Career Seminars / Meetings with Top
Advisors/ Financial Distributors
• Meeting Sales and Recruitment Plan
consistently
• Persistency
• Advisor Productivity & Retention
• Adhering to Input behaviors

KEY RELATIONSHIPS
• Circle Head -Elite Vertical
• Ops Team (CET and DSDO)
• Training and Development
• Human Resources

KNOWLEDGE/SKILLS/ABILITIES:
• Strong relationship building capability
• Go-getter attitude
• Result orientation
• Passionate towards Sales

📌 Elite Manager (Kolkata)
🏢 Amrit Consultancy
📍 Kolkata