Roles & Responsibilities

1. MDRT & Ace Program Coaching

- Pitch, coach, and train MDRT/Ace prospects and probables through structured sessions.
- Conduct weekly and monthly awareness meetings, capability sessions, and followups.

2. Prospecting & Pipeline Building

- Map and engage existing MDRT probables assigned to the KAM.
- Identify current prospects throughout the year and build a strong conversion pipeline.

3. Advisor Engagement & Support

- Act as the Single Point of Contact (SPOC) for mapped advisors.
- Provide endtoend support including goal setting, product guidance, sales pitch refinement, issuance followups, and postissuance assistance.

4. Program Governance & Execution

- Ensure disciplined implementation of MDRT/Ace initiatives guided by HO frameworks.
- Maintain structured tracking, dashboards, and periodic progress reviews with branch leadership.

5. Collaboration & Stakeholder Management

- Work closely with Branch Heads (BH), senior leaders, and Channel Accounts Team for planning and execution.
- Drive region-wise MDRT targets embedded in PMS and ensure alignment of efforts.

6. Market & Competition Intelligence

- Continuously track competitive practices and market trends.
- Recommend new ideas, engagement models, and best practices to strengthen program effectiveness.

7. Subject Matter Expertise





- Develop deep working knowledge of products, processes, systems, and MDRT program requirements.
- Guide advisors on qualification criteria, timelines, performance levers, and success behaviors.

Preferred Candidate Profile Experience & Background

- Prior experience in MDRT coaching, agency development, advisor performance management, or similar life insurance roles.
- Track record of driving high-performance advisor outcomes (preferably MDRT/Ace achievers).

Skills & Competencies

- Strong sales coaching, training delivery, and motivational skills.
- Excellent communication, presentation, and interpersonal skills.
- Ability to engage and influence advisors across diverse branches.
- Strong market awareness with ability to bring in innovative ideas.
- Analytical skills to track progress, identify gaps, and drive interventions.
- High ownership, accountability, and execution discipline.

Behavioral Traits

- Self-driven, proactive, and solution-oriented.
- Comfortable with field travel and high advisor interaction.
- Strong relationship-building skills and stakeholder management.
- Ability to work under structured governance with HO-led initiatives.

Education

- Graduate/postgraduate preferred, with certifications in sales/insurance training being an added advantage.

📌 Key Accounts Manager (Chennai)
🏢 HDFC Life
📍 Chennai