SRM - CAB Professional

1. Competency- Result Orientation
   Definition-
   Encourages the team to set challenging yet achievable sales, recruitment and persistency goals (13th and 25th month)

Regularly reviews self and team performance on KPI, incentive targets and provides feedback to help them improve

Recognizes and rewards team members who consistently exceed their sales, recruitment and persistency targets (KPI)

Skillset required-
Goal Setting, Time Management, Target Focus, Performance Review, Feedback Use

1. Competency - Sales Orientation
   Definition-
   Proactively researches and stays updated on new life insurance products and services

Identifies customer needs and recommends appropriate solutions

Develops strong relationships with existing customers to drive repeat business

Meets or exceeds monthly/quarterly sales targets

Skillset required-
Product Knowledge, Prospecting, Communication, Customer Understanding, Closing Skills

1. Competency- Customer Delight
   Definition-

Proactively identifies and addresses customer needs and concerns

Knows customer segments in the locality and develops strong relationships with customers to foster loyalty and trust

Provides product knowledge training to sales team to enhance customer experience

Analyzes customer feedback and implements improvements to processes and services

Skillset required-
Customer Service, Relationship Building, Active Listening, Problem Solving, Feedback Handling

1. Competency- Work Ethics
   Definition-
   Promotes a culture of integrity and ethical behavior within the team

Ensures sales practices comply with relevant laws, regulations, and industry standards

Provides guidance to sales representatives on ethical dilemmas and decision-making

Takes prompt action to address any unethical conduct or misconduct towards brand values

Skillset required-
Integrity, Compliance, Fairness, Responsibility, Ethical Behavior

1. Competency - People and Team Leadership
   Definition-
   Communicates a clear vision and strategy for the team to achieve organizational objectives

Motivates and inspires the team to perform at a high level

Delegates tasks and responsibilities effectively to leverage team members' capabilities

Provides constructive feedback and coaching to help team members develop their skills

Skillset required-
Motivation, Teamwork, Delegation, Coaching, Support

1. Competency - Recruitment/Distribution Skills
   Definition-
   Proactively identifies and maintains a diverse pipeline of potential advisors and partners using established criteria, competitor mapping, and professional networking.

Develops and delivers a compelling value proposition that clearly articulates the career opportunity, compensation, and support structure, effectively influencing and convincing high-potential advisors and partners to join the team.

Skillfully anticipates and manages advisor objections through clear communication, factual evidence, and motivational techniques.

Effectively leverages existing networks, professional referrals, and natural market opportunities to consistently generate quality leads for distribution expansion.

Demonstrates the ability to attract established and high-performing distributors or teams from competitor organizations by highlighting the unique advantages and growth opportunities the company offers.

Ensures a good selection process is followed, and successful recruits are smoothly integrated by providing initial training and necessary resources to facilitate a fast start in the role.

Skillset required-
Lead Generation, Networking, Prospecting, Communication, Interviewing

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.