- Partner Office Frontline Sales Role

Band- 1

CTC- Up to rupees 7.5 lakhs

JOB SUMMARY

To create network of high performing Partner and promulgate initiatives within each Partner to achieve sales & productivity targets through sustainable partnership. Recruit, Coach, Mentor, Support and Retain Partner and Drive them to achieve New business productivity & Renewal Targets

KEY RESPONSIBILITIES

- Identify and Recruit the prospective Partner.

•Selection to on boarding of the Partner and responsible for Partner income

- Own the operational aspects of coding of a new Partner and other day to day interactions with support functions whenever required.
- Engage initiatives to ensure Managing Partner - PO productivity
- To achieve the assigned recruitment target of partner office; assigned through various

Recruitment activities

- Actively involve the PPs in activities pertaining to Recruitment and New Agent Activation
- Responsible for Advisor – Activation, Creation and Retention
- Ensure compliance to all internal processes and other compliance standards as set by the

Company or the Regulator.

- Plan goals & performance needs for Partner in a periodic manner
- Set weekly production target for Partner Office
- Identify development needs and work with team to schedule appropriate technical,

product and skills training and coaching. Develop Partner in line with career development training requirements of the Company.

- Help whenever needed in prospecting activity in the field by joint field work activity with

Partner.

- Motivate by providing support, recognizing good performances and arranging appropriate team-building activities.
- Operate as a product “Subject Matter Expert” and run “Train-Audit-Retrain” cycle on skills of Partners.
- Conduct weekly / monthly meeting to review performance, disseminate Company information, address common problems and concerns and rally the Partner to achieve goals.
- Make necessary decisions based on Partner performance.
- Ensure submitting DSR through company’s sales report management tool.
- Maintain up to date knowledge of all insurance products and company regulations.
- Stay informed about industry trends,



competitors’ offerings and regulatory updates

MINIMUM/SPECIFIC EXPERIENCE

- Graduate/ Post Graduate in any discipline
- Good communication skills – English & regional language (mandatory)
- Age group: 25-38 years
- Min 2 years of sales experience
- Preferably has own conveyance
- Previous experience of Insurance industry is preferred

Competencies and Skills

1. Competency- Result Orientation

Definition-

Encourages the team to set challenging yet achievable sales, recruitment and persistency goals (13th and 25th month)

Regularly reviews self and team performance on KPI, incentive targets and provides feedback to help them improve

Recognizes and rewards team members who consistently exceed their sales, recruitment and persistency targets (KPI)

Skillset required-

Goal Setting, Time Management, Target Focus, Performance Review, Feedback Use

1. Competency - Sales Orientation

Definition-

Proactively researches and stays updated on new life insurance products and services

Identifies customer needs and recommends appropriate solutions

Develops strong relationships with existing customers to drive repeat business

Meets or exceeds monthly/quarterly sales targets

Skillset required-

Product Knowledge, Prospecting, Communication, Customer Understanding, Closing Skills

1. Competency- Customer Delight

Definition-

Proactively identifies and addresses customer needs and concerns

Knows customer segments in the locality and develops strong relationships with customers to foster loyalty and trust

Provides product knowledge training to sales team to enhance customer experience

Analyzes customer feedback and implements improvements to processes and services

Skillset required-

Customer Service, Relationship Building, Active Listening, Problem Solving, Feedback Handling

1. Competency- Work Ethics

Definition-





Promotes a culture of integrity and ethical behavior within the team

Ensures sales practices comply with relevant laws, regulations, and industry standards

Provides guidance to sales representatives on ethical dilemmas and decision-making

Takes prompt action to address any unethical conduct or misconduct towards brand values

Skillset required-

Integrity, Compliance, Fairness, Responsibility, Ethical Behavior

1. Competency - People and Team Leadership

Definition-

Communicates a clear vision and strategy for the team to achieve organizational objectives

Motivates and inspires the team to perform at a high level

Delegates tasks and responsibilities effectively to leverage team members' capabilities

Provides constructive feedback and coaching to help team members develop their skills

Skillset required-

Motivation, Teamwork, Delegation, Coaching, Support

1. Competency - Recruitment/Distribution Skills

Definition-

Proactively identifies and maintains a diverse pipeline of potential advisors and partners using established criteria, competitor mapping, and professional networking.

Develops and delivers a compelling value proposition that clearly articulates the career prospect, compensation, and support structure, effectively influencing and convincing high-potential advisors and partners to join the team.

Skillfully anticipates and manages advisor objections through clear communication, factual evidence, and motivational techniques.

Effectively leverages existing networks, professional referrals, and natural market opportunities to consistently generate quality leads for distribution expansion.

Demonstrates the ability to attract established and high-performing distributors or teams from competitor organizations by highlighting the unique advantages and growth opportunities the company offers.

Ensures a good selection process is followed, and successful recruits are smoothly integrated by providing initial training and necessary resources to facilitate a fast start in the role.

Skillset required-

Lead Generation, Networking, Prospecting, Communication, Interviewing

📌 PO - Senior Relationship Manager - West (Mumbai)
🏢 Bharti AXA Life Insurance
📍 Mumbai