Recruitment, management and supervision of Chief Business Mentors (CBMs) and Personal Financial Advisors (PFAs) of CBMs to help them in achieving their financial goals, thereby generating business for the Company.

Key Responsibilities

Recruit, engage and launch CBMs

Ensure that CBMs recruit, appoint and train PFAs

Ensure that CBMs work towards helping their PFAs achieve business targets

Ensure that PFAs of CBMs have a healthy persistency

Experience and Preferences

Minimum 6 years work experience with 3-4 years experience in sale of life insurance products

Past experience in managing High Performing LI agents (MDRTs/COTs/TOTs/Clubs Members)

Experience in managing and supervising teams of at least 3 to 5 persons

Functional Competencies

Ability to impart knowledge in sourcing high profile distributors of insurance/financial products

Ability to impart skills on training their PFAs on insurance concepts, products and closure of calls

Ability to guide CBMs on financial concepts with special emphasis on insurance products

Basic knowledge of computers and Microsoft Office (excel/word/ppt)

📌 Manager – Chief Business Mentor (Chennai)
🏢 BFSI Careers
📍 Chennai