Job Summary:
We are looking for a motivated and result-oriented Advisor Acquisition Executive responsible for identifying, approaching, and on-boarding potential Insurance Advisors/Agents. The candidate will build a robust advisor network, explain the business opportunity, support the on-boarding process, and maintain regular engagement with advisors to help them become productive.

Key Responsibilities:
Identify and source potential candidates who can work as Insurance Advisors.
Conduct telephonic and face-to-face interactions with prospective advisors.
Explain the role, earning opportunity, growth opportunities, and responsibilities of an Insurance Advisor.
Generate leads through references, networking, calling, social media, and other sourcing channels.
Screen candidates based on eligibility, communication skills, and suitability for the role.
Coordinate the advisor on-boarding, documentation, and training process.
Maintain regular follow-ups with prospective and newly on-boarded advisors.
Build and maintain strong relationships with advisors.
Motivate and support advisors to achieve their business and sales targets.
Conduct regular meetings/calls to understand advisor requirements and performance.




Maintain accurate records of leads, follow-ups, on-boarding status, and advisor activity.
Achieve monthly targets related to advisor recruitment and activation.

Candidate Profile:
Graduate preferred.
03 years of experience in recruitment, sales, tele-calling, business development, insurance, or customer relationship management.
Valuable communication and interpersonal skills.
Comfortable with frequent phone calls and follow-ups.
Target-oriented and self-motivated.
Ability to convince, influence, and build relationships with people.
Basic knowledge of MS Office/Google Workspace and CRM tools is an advantage.

Key Performance Indicators (KPIs):
Number of qualified advisor leads generated.
Number of advisors recruited/on-boarded.
Advisor activation/productivity rate.
Follow-up and conversion ratio.
Monthly advisor acquisition target achievement.
Advisor retention and engagement.

Ideal Candidate:
Someone who enjoys talking to people, networking, convincing candidates, and building relationships, and who is comfortable working with monthly acquisition and performance targets.

📌 Advisor Acquisition Lead Kolkata
🏢 TATA AIA LIFE INSURANCE
📍 Kolkata