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, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction.

It also supports customer in a) Resolving policy service needb) Renewal collection to resolve policy holder’s service needs, Cross sale opportunity. Job Summary-Manage a team of 10 Advisor Development and Retention Managers ( ADRMs)-Supervise team of ADRMs-ADRMs will be assigned team of 15-30 existing advisors and not responsible for new advisor recruitment-Drive month-on-month activation and retention of assigned advisors Key Responsibilities/ Key Deliverables:-Drive Input behaviors with the assigned team of ADRMs and Advisors-Drive cross sales and new sales from the assigned team of ADRMs and advisors.-Meeting the sales plan numbers consistently-Maintain and improve the Sales Quality Standards by maintaining the Persistency standards.-Training and Development of the team of ADRMs,



advisors for new product launches / revision in the existing policies.-Drive advisor attendance in Trainings and GO-meets.-Work with other functions / departments and work towards solving roadblocks faced by team of ADRMs and advisorsMeasures of Success:-New Business Premium Sourced-Advisor Activation & Productivity month on month-Cross-Sell Conversion-Meeting Persistency standards-ADRMs meeting standards-Adhering to Input behaviors as per the defined standardsDesired qualification and experience•Graduate with 5+ years of experience, minimum experience of insurance sector 3 years•Proven Sales Track Record in Insurance, preferably Life Insurance•Experience in a cross-sell sales team•Experience in leading teams•Should have similar market exposure and experience in process driven, quality sales organizations•Familiarity with skills in supervision & development of teams, strong networkingKNOWLEDGE / SKILLS / ABILITIES•Strong relationship building capability•Go-getter attitude•Result orientation•Team-oriented working style•Passionate about Sales•Ability operate in a challenging, changing environment

📌 Cluster Head - Advisor Development and Retention Vertical (West Bengal)
🏢 Axis Max Life Insurance
📍 West Bengal