Company

Max Financial ServicesSee more

addressAddressAllahabad, Uttar Pradesh
CategoryFinance & Accounting

Job description

Job Description

Position

Cluster Head - Advisor Development & Retention

Incumbent

NA

Department

Agency

Function

Agency

Reporting to

Regional Manager - Advisor Development and Retention

Band

4A

Location

Multiple Locations - Pan India

Team size (D/I)

10

JOB SUMMARY

Cluster 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 networking

Org Chart: Vertical Head - Regional Manager - Cluster Head - Advisor Development and Retention Manager

Job Description

Position

Cluster Head - Advisor Development & Retention

Incumbent

NA

Department

Agency

Function

Agency

Reporting to

Regional Manager - Advisor Development and Retention

Band

4A

Location

Multiple Locations - Pan India

Team size (D/I)

10

JOB SUMMARY

Cluster 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 networking

Org Chart: Vertical Head - Regional Manager - Cluster Head - Advisor Development and Retention Manager

Skills: Sales, Productivity, Networking, Team Leading, Relationship Building

Experience: 3.00-5.00 Years

Refer code: 919231. Max Financial Services - The previous day - 2024-02-12 10:24

Max Financial Services

Allahabad, Uttar Pradesh

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