Client Engagement Manager at TalenSys
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Elite Manager - Life Insurance (5-8 yrs)
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
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