Job Summary:
We are looking for a motivated and result-oriented Advisor Acquisition Executive responsible for identifying, approaching, and on-boarding potential Insurance Advisors/Agents. The candidate will build a strong advisor network, explain the business opportunity, support the on-boarding process, and maintain regular engagement with advisors to help them become productive.

Key Responsibilities:

- Identify and source potential candidates who can work as Insurance Advisors.
- Conduct telephonic and face-to-face interactions with prospective advisors.
- Explain the role, earning opportunity, growth opportunities, and responsibilities of an Insurance Advisor.
- Generate leads through references, networking, calling, social media, and other sourcing channels.
- Screen candidates based on eligibility, communication skills, and suitability for the role.
- Coordinate the advisor on-boarding, documentation, and training process.
- Maintain regular follow-ups with prospective and newly on-boarded advisors.
- Build and maintain strong relationships with advisors.
- Motivate and support advisors to achieve their business and sales targets.
- Conduct regular meetings/calls to understand advisor requirements and performance.




- Maintain accurate records of leads, follow-ups, on-boarding status, and advisor activity.
- Achieve monthly targets related to advisor recruitment and activation.

Candidate Profile:

- Graduate preferred.
- 03 years of experience in recruitment, sales, tele-calling, business development, insurance, or customer relationship management.
- Good communication and interpersonal skills.
- Comfortable with frequent phone calls and follow-ups.
- Target-oriented and self-motivated.
- Ability to convince, influence, and build relationships with people.
- Basic knowledge of MS Office/Google Workspace and CRM tools is an advantage.

Key Performance Indicators (KPIs):

- Number of qualified advisor leads generated.
- Number of advisors recruited/on-boarded.
- Advisor activation/productivity rate.
- Follow-up and conversion ratio.
- Monthly advisor acquisition target achievement.
- Advisor retention and engagement.

Ideal Candidate:
Someone who enjoys talking to people, networking, convincing candidates, and building relationships, and who is comfortable working with monthly acquisition and performance targets.

📌 Advisor Acquisition Lead (Kolkata)
🏢 TATA AIA LIFE INSURANCE
📍 Kolkata