Role description

Job Description

APosition Overview

Position Title

Manager: MDRT Development

Department

Agency Sales

Level/ Band

401

Role Summary

The role is responsible to Build and run a structured program that helps agents and advisors qualify for MDRT (Million Dollar Round Table) membership, including COT and TOT levels, and grow the number of qualifiers year over year.

BOrganizational Relationships

Reports To

Amit Kumar, Associate Vice President, Agency Strategy

Supervises

N.A.

CJob Dimensions

Geographic Area Covered

National

Stakeholders - Internal

Agency Sales, Distribution Strategy, HR, Finance, Operations, Technology, Learning & Development, and Senior Leadership Team.

Stakeholders - External

N.A.

DKey Result Areas

. Identify high-potential agents and build individual MDRT roadmaps (premium, commission and income goals)

. Run monthly and quarterly tracking against MDRT thresholds, with early-warning s for agents falling behind

. Conduct coaching sessions on prospecting, need-based selling, case sizing and persistence

. Plan MDRT-focused training, workshops and mentoring by existing qualifiers

. Design recognition, contests and rewards that keep agents motivated

. Support agents with case design, underwriting follow-up and closing large cases

. Coordinate MDRT application, documentation and reporting

Organize attendance at MDRT Annual Meeting, Global Conference and local events

.



Report to leadership on pipeline, qualifier count and program ROI

ESkills Required

Technical

MS Office, PPT, AI usages

Behavioral

Demonstrates ownership, integrity, adaptability, and a strong results-driven mindset while effectively handling pressure and commitments.

Interpersonal Skills

Robust stakeholder management and collaboration skills

Communication & Presentation Skills

Excellent verbal, written, and presentation skills

Creative Thinking Skills

Ability to identify innovative solutions and business opportunities

Supervising / Leadership Skills

Strong team handling and leadership capabilities

Teamwork Skills

Ability to work effectively across cross-functional teams

Influencing Skills

Strong influencing and negotiation abilities

Relationship Building Skills

Ability to build strong internal and external relationships

Decision Making Skills

Strong analytical and decision-making capabilities

FIncumbent Characteristics

Qualification

Graduate / MBA preferred

Skill

Strong knowledge of life insurance products

. Proven record of developing top-performing agents, MDRT qualifiers

. Strong coaching, presentation and communication skills

. Comfortable with MIS, dashboards and target tracking

Experience

6 - 10 years of experience in Strategy, Sales Excellence, Business Transformation, or Project Management within BFSI / Insurance industry.

📌 Manager - Agency Strategy (Thane)
🏢 Tata AIA Life
📍 Thane