Designation: Agency Development Manager / Agency Manager / Branch Manager
Key Responsibilities:
- Recruit, select and onboard insurance advisors/agents.
- Build and maintain a solid agency team in the assigned territory.
- Train and motivate advisors on life insurance products and sales techniques.
- Generate new business through advisors and achieve monthly/annual sales targets.
- Conduct regular field visits and monitor advisor performance.
- Develop relationships with customers and prospective clients.
- Ensure proper documentation, compliance and quality business.
- Support advisors in lead generation, customer meetings and policy conversion.
- Focus on advisor activation, retention and business productivity.
IndusInd Nippon officially describes its agency structure around Insurance Managers/Agency Managers who train and support advisors, while its individual-agent channel is an established business-acquisition channel.
Suitable Keywords:
Agency Manager | Agency Development Manager | ADM | Branch Manager | Life Insurance | Advisor Recruitment | Agency Sales | Team Handling | Field Sales | Insurance Sales
1. Direct Channel –
Designation: Direct Sales Manager / Relationship Manager / Sales Manager
Key Responsibilities:
- Generate life insurance business through direct customer acquisition.
- Identify prospective customers through market mapping, references,
cold calling and field activity.
- Meet customers and understand their financial protection and investment requirements.
- Recommend suitable life insurance products based on customer needs.
- Achieve monthly, quarterly and annual sales targets.
- Build and maintain long-term customer relationships.
- Follow up on leads and convert prospects into policyholders.
- Ensure complete and accurate documentation and adherence to company/IRDAI guidelines.
- Provide post-sales service and support to customers.
- Maintain daily sales reports and pipeline tracking.
IndusInd Nippon reports Direct Business as a separate distribution channel, and current direct-sales roles emphasize business targets, team management, sales strategy and client relationships.
Suitable Keywords:
Direct Sales | Relationship Manager | Sales Manager | Life Insurance Sales | CASA Sales | Field Sales | B2C Sales | Customer Acquisition | Lead Generation | Business Development
Quick Difference
Agency ChannelDirect ChannelRecruit & manage insurance advisorsDirectly acquire customersAdvisor-driven salesSelf/lead-driven salesAdvisor activation & productivityCustomer meetings & conversionTeam handling is importantIndividual sales performance is importantAgency development focusMarket development focus Role & responsibilities