Job Description : 

Purpose : The jobholder is responsible for developing, training and assuring licensing of FLS and POSP in order to achieve the desired sales/revenue objectives, primarily through Life Insurance/GI and SME

Main Priorities : 

- Design and develop various training modules

- Basic product trainings (all empaneled products)

- Process training

- Financial planning modules

- Modules for skill development emotional selling, etc

- Basics of sales  right from prospecting, appointment seeking, appointment to closure calls and telephone pitches.

- Licensing

- Will be responsible to ensure that all POSP

- Undergo and clear mandatory trainings

- Directed by IRDA.

- Field level Involvement

- The entire training unit has to support Regional

Business on : 

- POSP Recruitment

- Licensing

- Training

- Activation

Man Management & Monitoring of team :

- Help achieve high level of professional standards amongst the FLS by training them regularly on Insurance & allied products, prescribed sales processes etc. for continuous Lead generation Morning huddles and Skill

- Builders on a daily basis with the team of Unit Heads.

- Ensure a healthy and high performing unit with low attrition rates.

Key Roles & Responsibilities : 

- Responsible to ensuring that the FLS and POSP's come up the curve on all training programs developed

- Responsible for developing, training along with NTH

- Ensure that the mandated training programs are conducted as prescribed by the vertical at prescribed time

- Result in making more individual advisors to turn professional planners - i.e., the future of the financial services industry.

- Ensuring that the Training and Sales teams respect and fulfill all departmental reporting requirements.

- Working on/along, on weak areas of underperforming FLS

- Maintaining relationships with all regional stakeholders.

- Ensuring regular licensing updates to all stakeholders.

- Maintain high level of integration with the sales teams in the entire sales process.

- This is to be achieved by training all the stakeholders on all the sales metrics + sales cycle.

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