Position Manager - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head – Elite Vertical Band 4 / 4A Location Multiple Locations – Pan India Team size (D/I) NA 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 Life Insurance /General Insurance/Health Insurance/Mutual Fund/CAs in the assigned territory from the competition ● Pitch Max-Life 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 partners for new 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 DESIRED QUALIFICATION AND EXPERIENCE ● Graduate with 5+ years of experience, at least 3 years’ experience in insurance sector ● Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance ● Should have similar market exposure and experience in process driven, quality sales organizations ● Familiarity with skills in recruitment, driving sales and activation ● Should have handled top distributors like MDRT, COTs.

ORG CHART: CEO DMD Head Agency Regional Manager / CVP & Head – Elite Vertical (dotted line) Circle Head – Elite Vertical Manager Elite Vertical

Position Manager - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head – Elite Vertical Band 4 / 4A Location Multiple Locations – Pan India Team size (D/I) NA 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 Life Insurance /General Insurance/Health Insurance/Mutual Fund/CAs in the assigned territory from the competition ● Pitch Max-Life 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 partners for new 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: ● Solid relationship building capability ● Go-getter attitude ● Result orientation ● Passionate towards Sales DESIRED QUALIFICATION AND EXPERIENCE ● Graduate with 5+ years of experience, at least 3 years’ experience in insurance sector ● Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance ● Should have similar market exposure and experience in process driven, quality sales organizations ● Familiarity with skills in recruitment, driving sales and activation ● Should have handled top distributors like MDRT, COTs.

ORG CHART: CEO DMD Head Agency Regional Manager / CVP & Head – Elite Vertical (dotted line) Circle Head – Elite Vertical Manager Elite Vertical

📌 Manager-Elite Vertical (Jaipur)
🏢 Axis Max Life Insurance
📍 Jaipur