Job Description A Position Overview Position Title Manager: MDRT Development Department Agency Sales Level/ Band

401

Role Summary

The ro le 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. B Organizational Relationships Reports To Amit Kumar, Associate Vice President, Agency Strategy Supervises N. A. C Job 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. D Key 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 E Skills Required Technical MS Office, PPT,



AI usages Behavioral Dem onstrates ownership, integrity, adaptability, and a strong results-driven mindset while effectively handling pressure and commitments. Interpersonal Skills

Strong 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

F Incumbent Characteristics

Qualification

Graduate / MBA preferred Skill Solid 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.

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📌 Manager - Agency Strategy (Thane)
🏢 TATA AIA LIFE INSURANCE
📍 Thane