Manager - Elite Vertical

Manager - Elite Vertical

Job Description
Position ADM - Elite Vertical
Incumbent NA
Department Agency
Function Agency
Reporting to Circle Head - Elite Vertical
Band 4 / 4A
Location Multiple Locations - Pan India
Team size (D/I) NA
JOB SUMMARY
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors
KEY RESPONSIBILITIES
. Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
.





Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
. Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
. Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan
. Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
. Maintain Quality of sales by ensuring the Persistency standards of the channel
. Adherence to the desired input behaviors to drive Sales and Recruitment
. Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.
. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.
MEASURES OF SUCCESS
. Hiring and driving activation of Top Advisors/Financial Distributors from competition
. Career Seminars / Meetings with Top






Advisors/ Financial Distributors
. Meeting Sales and Recruitment Plan
consistently
. Persistency
. Advisor Productivity & Retention
. Adhering to Input behaviors
KEY RELATIONSHIPS
. Circle Head -Elite Vertical
. Ops Team (CET and DSDO)
. Training and Development
. Human Resources
KNOWLEDGE/SKILLS/ABILITIES:
. Strong relationship building capability
. Go-getter attitude
. Result orientation
. Passionate towards Sales
DESIRED QUALIFICATION AND EXPERIENCE
. Graduate with 5+ years of experience, at least 3 years experience in insurance sector
. Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
. Should have similar market exposure and experience in process driven,





quality sales organizations
. Familiarity with skills in recruitment, driving sales and activation
ORG CHART: CEO? DMD?Head Agency ?Regional Manager / CVP & Head - Elite Vertical (dotted line) ? Circle Head - Elite Vertical ?ADM Elite Vertical

Job Description
Position ADM - Elite Vertical
Incumbent NA
Department Agency
Function Agency
Reporting to Circle Head - Elite Vertical
Band 4 / 4A
Location Multiple Locations - Pan India
Team size (D/I) NA
JOB SUMMARY
Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel,





focusing on recruitment and development of proven top performing advisors/ financial distributors
KEY RESPONSIBILITIES
. Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition
. Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
. Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
. Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan
. Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
.





Maintain Quality of sales by ensuring the Persistency standards of the channel
. Adherence to the desired input behaviors to drive Sales and Recruitment
. Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.
. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.
MEASURES OF SUCCESS
. Hiring and driving activation of Top Advisors/Financial Distributors from competition
. Career Seminars / Meetings with Top
Advisors/ Financial Distributors
. Meeting Sales and Recruitment Plan
consistently
. Persistency
. Advisor Productivity & Retention
. Adhering to Input behaviors
KEY RELATIONSHIPS
. Circle Head -Elite Vertical
. Ops Team (CET and DSDO)
. Training and Development
.





Human Resources
KNOWLEDGE/SKILLS/ABILITIES:
. Strong relationship building capability
. Go-getter attitude
. Result orientation
. Passionate towards Sales
DESIRED QUALIFICATION AND EXPERIENCE
. Graduate with 5+ years of experience, at least 3 years experience in insurance sector
. Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
. Should have similar market exposure and experience in process driven, quality sales organizations
. Familiarity with skills in recruitment,





driving sales and activation
ORG CHART: CEO? DMD?Head Agency ?Regional Manager / CVP & Head - Elite Vertical (dotted line) ? Circle Head - Elite Vertical ?ADM Elite Vertical

▶️ Manager - Elite Vertical
🖊️ Max Financial Services
📍 Secunderabad