Job Description
Job Title Digital Sales Manager Location
Department Agency Function Digital Agency
Reporting to Digital Area Manager Band 5B
Function Summary
The Digital Agency Channel is a modern distribution model where insurance products are sold through digitally empowered Advisors. These Advisors act as intermediaries between the insurance company and customers, facilitating policy sales, offering advisory services, and providing post-sale support. This model is designed to enhance customer experience, particularly in markets where digital solicitation is preferred. Through this channel, advisors also support customers in,
a) Resolving policy service need
b) Renewal collection to resolve policy holder’s service needs, Cross sale opportunity.
Job Summary:
Responsible for
Advisor Recruitment
Advisor Development
Advisor Activation& Meeting WFYP Targets
Conducting Career Seminars for Advisors
Advisor Engagement
Key Responsibilities/ Key Deliverables:
Advisor Recruitment
Lead the recruitment of insurance advisors as per the annual goal sheet
Actively engage with prospects through natural market outreach and close leads provided via structured digital campaigns
Conduct Career Seminar of prospects
Ensure timely completion of onboarding milestones including IC-38 certification, URN generation, and first sale
Advisor Development
Development of advisor prospecting habits, calling habits and work habits.
Work with Advisor on planning and reviewing of activities and goals.
Identify the training needs of the Advisor and work with Trainers to improve the same
Advisor Activation& Meeting WFYP Targets
Achievement of monthly, quarterly& yearly business plans.
Improve Advisor productivity& persistency by regular PRP/IID/GID etc.
Coordinate with sales tele-callers to support lead conversion and sales closures.
Enable hybrid sales journeys (online + offline) for first-time sales.
Advisor Engagement
Conduct webinars, app-based training, and digital engagement activities.
Promote advisor app usage and ensure training completion.
Customer Centricity
Be AMLI brand ambassador& a customer champion
Follow AMLI sales practice to develop deep customer loyalty
Hold periodical customer meet to understand customer pulse& need
Ensure customer queries are responded to satisfactorily as per AMLI standard. Measures of Success:
Advisor recruitment count
Advisor activation rate
Advisor training completion
App usage& adoption
Premium per advisor
Campaign lead conversion %
Advisor retention
Desired qualification and experience
- Graduate with 3–6 years of sales experience (BFSI preferred; experience in insure-tech is a plus).
- Strong digital fluency (CRM tools, mobile apps, webinars).
- Experience in recruitment or team handling is advantageous.
- Excellent communication, coordination, and coaching skills.
- Not more than 2 Job Changes in one year Key Responsibilities/ Key Deliverables: • 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 TopAdvisors/ Financial Distributors• Meeting Sales and Recruitment Planconsistently• Persistency• Advisor Productivity& Retention• Adhering to Input behaviorsKey Relationships (Internal / External): • Circle Head -Elite Vertical• Ops Team (CET and DSDO)• Training and Development• Human ResourcesDesired qualification and experienceJob Specifications: •• 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 activationKEY COMPETENCIES/SKILLS REQUIRED•• Strong relationship building capability•• Go-getter attitude•• Result orientation•• Passionate towards Sales
