Job Role

- Agency Sales Manager / Advisor Development Manager

- Recruit and activate Financial Advisors as per the monthly plan.

- Ensure active advisors maintain the required productivity levels.

- Build and maintain strong interpersonal business relationships with advisors and customers.

- Monitor advisor performance and provide regular guidance to improve productivity.

- Generate revenue and acquire current customers through face-to-face and digital channels.

- Conduct regular meetings with reporting agents to review performance and support career progression.

- Ensure advisors progress from TA to SA and AO levels as per the company's agency plan.

- Conduct joint customer calls with advisors to support sales activities.

- Review business performance with the reporting manager on a weekly basis.

- Attend all meetings and training programs conducted by management.

- Ensure compliance with all company policies and procedures.

Key Responsibilities

Advisor Recruitment & Activation:

- Recruit new Financial Advisors as per the assigned plan.

- Activate advisors on a monthly basis.

- Ensure active advisors achieve the required productivity and business targets.

- Provide continuous support and motivation to advisors.

Advisor Performance Management

- Conduct regular meetings with reporting agents to evaluate their performance.





- Provide guidance and feedback to improve sales productivity.

- Monitor advisor career progression from TA to SA and AO as per the agency plan.

- Maintain strong working relationships with the advisor network.

Sales & Revenue Generation

- Generate revenue through new customer acquisition.

- Acquire customers through face-to-face and digital channels.

- Support advisors in generating new business opportunities.

- Ensure 2 joint calls are made daily with advisors.

Reporting & Compliance

- Conduct weekly performance reviews with the reporting manager.

- Attend all management meetings and training programs.

- Maintain proper records of advisor activities and business performance.

- Follow all company policies, procedures, and compliance requirements.

Required Experience

- Field Sales experience is mandatory.

- Candidates with experience in Insurance Sales or Banking Sales are preferred.

Required Skills

- Solid communication and interpersonal skills.

- Advisor recruitment and team-building skills.

- Good sales and customer acquisition abilities.

- Strong relationship management skills.

- Leadership, motivation, and mentoring abilities.

- Target-oriented and result-driven approach.

- Valuable follow-up and reporting skills.

📌 Senior Sales Manager (Lucknow)
🏢 JobTrade
📍 Lucknow