To drive revenue growth by recruiting, developing, and managing a team of insurance advisors while ensuring achievement of business targets and customer satisfaction.
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Achieve assigned sales and revenue targets.
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Develop and execute local sales strategies.
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Identify new business opportunities and market segments.
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Drive customer acquisition and policy sales.
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Recruit insurance advisors/agents.
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Train and mentor advisors on products and sales techniques.
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Support advisors in lead generation and customer meetings.
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Improve advisor productivity and retention.
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Monitor daily, weekly, and monthly sales performance.
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Conduct sales reviews and field coaching.
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Ensure achievement of branch and individual targets.
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Maintain strong customer relationships.
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Resolve escalated customer concerns.
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Ensure high service standards and customer retention.
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Ensure adherence to IRDAI guidelines and company policies.
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Monitor business quality, persistency, and documentation standards.
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Graduate (MBA preferred).
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2–7 years of sales experience in life insurance, banking, NBFC, or financial services.
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Experience in field sales and team management.
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Leadership and people management
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Sales planning and execution
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Communication and influencing skills
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Market knowledge
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Customer relationship management
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Analytical and reporting skills
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Annualized Premium Equivalent (APE) achievement
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Advisor recruitment and activation
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Revenue and profitability
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Persistency ratio
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Team productivity
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Customer satisfaction scores
