Company Description Star Union Dai-ichi Life Insurance Company Limited (SUD Life), founded in 2009, is a joint venture between Bank of India, Union Bank of India, and Dai-ichi Life Holdings of Japan. Through a collective network of over 11,000 branches serving more than 64 million customers, SUD Life has one of the largest life insurance distribution footprints in India, including strong reach into rural areas via Regional Rural Banks. Dai-ichi Life, established in 1902, is Japan’s second-largest life insurer and a global top ten player, known for sound product expertise and strong asset management and operational capabilities.

SUD Life’s growth is driven by a cross-cultural workforce and a culture of inclusion, performance-based rewards, and opportunities for ambitious individuals. The organization fosters an environment that supports professional development and encourages people who wish to grow their careers in life insurance.

Role Description The Agency Leaders role is a full-time hybrid position based in Haldwani, with a blend of in office responsibilities and some work-from-home flexibility. Day-to-day activities include recruiting, onboarding, and mentoring agency partners and insurance advisors to build a high-performing sales network. The role involves setting sales targets, monitoring performance metrics, and guiding the team to achieve business goals through structured coaching and regular reviews.

Agency

Leaders will also support advisors in client acquisition, needs-based selling,



and servicing policyholders to ensure a positive customer experience. The position requires close coordination with branch and regional teams, organizing local market activities, and ensuring adherence to company processes, compliance standards, and ethical sales practices.

Qualifications

- Strong sales and business development capabilities, with experience in managing or leading a team in insurance, financial services, or related sectors.
- Proficiency in relationship management, stakeholder coordination, and customer service to support agency partners and policyholders effectively.
- Ability to coach, mentor, and motivate advisors, including skills in performance management and training new recruits.
- Comfort with planning and executing local marketing initiatives, field activities, and community outreach to drive business growth.
- Good communication and interpersonal skills, with the ability to work in a cross-cultural, inclusive environment and collaborate across levels.
- Basic analytical and reporting skills to track sales metrics, interpret data, and prepare performance reports for management.
- Bachelor’s degree in any discipline; a background in business, finance, or marketing is an advantage.
- Prior experience in life insurance or financial products, and familiarity with rural and semi-urban markets, will be beneficial.
- Willingness to travel locally within the assigned territory and to work in a hybrid model combining office-based and remote work.

📌 Agency Leaders (Haldwani)
🏢 Star Union Dai-ichi Life Insurance Company
📍 Haldwani