Job Description
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 holders 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.
Job Classification
Industry: Insurance
Functional Area / Department: Sales & Business Development
Role Category: BD / Pre Sales
Role: BD / Pre Sales - Other
Employement Type: Full time
Contact Details:
Company: Axis Max Life
Location(s): Noida, Gurugram
Keyskills:
Digital Sales
Agency Sales
Sales
Bfsi Sales
Insurance Sales
Inside Sales
Sales Development