Function SummaryThe agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers
- Agent Quality Recruitment
- Agent Development
- Meeting WFYP Business targets
- Conducting Career Seminars for Agents
- Communicating Agent RnR regularly
Key Responsibilities/ Key Deliverables:
Agent Recruitment
- Develop various sources of agent hiring & build a team of agent & agent pipe line.
- Conduct activity to enhance existing agent footfall to generate fresh referral for recent agent hiring
- Conduct Career Seminar of prospects
- Follow agent hiring mechanism & other hiring norms
Agent Development
- Ensure product knowledge by MLI ways of training Field demonstration (FOD’s)
- Development of agent prospecting habits, calling habits and work habits.
- Work with agent on planning and reviewing of activities and goals.
- Identify the training needs of the agent and work with Trainers to improve the same
Meet Business Targets
- Achievement of monthly, quarterly & yearly business plans.
- Improve agent productivity & persistency by regular PRP/IID/GID etc…
- Ensure companies product mix sales ratio and adhere to the business norms.
- Maintain agent pro activity as per business plan
Customer Centricity
- Be MLI brand ambassador & a customer champion
- Follow MLI sales practice to develop deep customer loyalty
- Hold periodical customer meet to understand customer pulse & need
- Ensure customer queries are responded to satisfactorily as per MLI standard.
Measures of Success:
- Achievement of business plan & GPA
- Recruitment / Development & Activisation of agent as per plan.
- Number MTD Active
- Persistancy as per grid
- Number of EC/MDRT agent
📌 Associate Agency Development Manager (Uttar Pradesh)
🏢 Axis Max Life Insurance
📍 Uttar Pradesh
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