Manager-Elite Vertical

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

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KEY RESPONSIBILITIES

• Identify the Top Life Insurance /General Insurance/Health Insurance/Mutual Fund/CAs 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 partners 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

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KEY RELATIONSHIPS Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources

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KNOWLEDGE/SKILLS/ABILITIES: Strong relationship building capability Go-getter attitude Result orientation Passionate towards Sales

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DESIRED QUALIFICATION AND EXPERIENCE

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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 Should have handled top distributors like MDRT, COTs. ORG CHART: CEO DMD Head Agency Regional Manager / CVP Head - Elite Vertical (dotted line) Circle Head - Elite Vertical Manager Elite Vertical

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