Cluster Head - Advisor Development & Retention

Max Life Insurance

  • Pune, Maharashtra
  • Permanent
  • Full-time
  • 1 month ago
Job DescriptionPositionCluster Head - Advisor Development & RetentionIncumbentNADepartmentAgencyFunctionAgencyReporting toRegional Manager - Advisor Development and RetentionBand4ALocationMultiple Locations - Pan IndiaTeam size (D/I)10JOB SUMMARYCluster Head will be managing a team of 10 Advisor Development and Retention Managers (ADRMs). The ADRMs will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment.The Cluster Head will supervise the team of ADRMs and will drive month-on-month activation and retention of assigned advisors.KEY RESPONSIBILITIES
  • 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 advisors.
MEASURES 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 standards
Key Relationships
  • Advisors
  • Advisor Development and Retention Managers (ADRMs)
  • Regional Manager - Advisor Development and Retention
  • Head - Advisor Development and Retention
  • Agency Office Head
  • Operations Team
  • Training and Development
Knowledge/Skills/Abilities:
  • Strong relationship building capability
  • Go-getter attitude
  • Result orientation
  • Collaborative working style
  • Passionate about Sales
  • Ability operate in a challenging, changing environment
Desired 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 networkingOrg Chart: Vertical Head -
Regional Manager -
Cluster Head -
Advisor Development and Retention ManagerJob DescriptionPositionCluster Head - Advisor Development & RetentionIncumbentNADepartmentAgencyFunctionAgencyReporting toRegional Manager - Advisor Development and RetentionBand4ALocationMultiple Locations - Pan IndiaTeam size (D/I)10JOB SUMMARYCluster Head will be managing a team of 10 Advisor Development and Retention Managers (ADRMs). The ADRMs will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment.The Cluster Head will supervise the team of ADRMs and will drive month-on-month activation and retention of assigned advisors.KEY RESPONSIBILITIES
  • 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 advisors.
MEASURES 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 standards
Key Relationships
  • Advisors
  • Advisor Development and Retention Managers (ADRMs)
  • Regional Manager - Advisor Development and Retention
  • Head - Advisor Development and Retention
  • Agency Office Head
  • Operations Team
  • Training and Development
Knowledge/Skills/Abilities:
  • Strong relationship building capability
  • Go-getter attitude
  • Result orientation
  • Collaborative working style
  • Passionate about Sales
  • Ability operate in a challenging, changing environment
Desired 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 networkingOrg Chart: Vertical Head -
Regional Manager -
Cluster Head -
Advisor Development and Retention Manager

Max Life Insurance

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