Agency Sales - Tied

ABHI_UM_Tied_Lucknow:
- Location: 20UPLUC01, Lucknow

Unit Manager

Job Description Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas) Key Result Areas Supporting Actions To recruit positive quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company.Create P 400s to identify probable list to pitch the career.Daily calling and fixing recruitment appointments and Scout for potential who can be effective advisorsMake presentation on Career as an insurance advisorFollow-up for obtaining necessary documentation regularlyMake sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing. Ensure that the advisors achieve business targets set for them.Educate the advisor on the following 1. value proposition and create WIFME 2. compliance policy 3.



Advisor compensationDo a goal setting on the advisor’s yearly/ monthly earning and draw up a monthly input /output planBreak down the plan according to the potential of the insurance advisorsKeep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.Help sort out any problems faced by the advisorsReview the plan weekly/monthlyAssess training needs and train the advisor as and when required. Provide on the job training & manage and monitor performance of Advisors so that they can achieve their goals.Accompany the advisors on joint callsSupport advisors in designing solutions and advise customersMaking sure that the advisor is learning on the jobPrepare the advisors by having them to give dummy presentations to test their level of selling skillsIdentify and motivate advisors for club membership. Etc Job DescriptionMonitor, review and guide their performance periodicallyEnsure retention, adhere to productivity bench mar

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