Dear job seekers,
Greetings from Numeric HR solutions.
Job openings for one of the leading insurance company for Development Manager in Agency vertical
JOB DESCRIPTION :
Responsible for sourcing, selection & recruitment of Personal Financial Advisors (PFAs) and developing and monitoring them towards achieving sales targets in a branch. Performs personnel management including recruiting and performance review. This would be the first level of management responsible for handling a
team of insurance agents.
KEY RESPONSIBILITIES :
Building a team of PFAs:
o Identifying prospective PFAs as per the guidelines of the organisation
o Coordinating the appointment process of the PFAs
o Activisation of successfully appointed new PFAs through handholding, participation in OJT and ensuring
their motivation to sell
o Achieving the number of active PFAs in his / her team as per the organisations targets
Deliver sales targets and ensure adherence to the Mandated Sales Process:
o Prepare monthly and annual action plans to achieve his/her goals
o Ensuring adherence by PFAs to the Sales process as mandated by the company
o Motivating and ensuring Revenue targets (as may be set from time to time) for the PFA are achieved
o Measurement and tracking of relevant metrics for PFAs
o Ensure that R&R schemes are communicated to understood by the PFAs in the team and used effectively
to motivate and help team perform
o Work towards achieving the target sales and product mix from the team of PFAs
o Track customer proposals through to conversion
Training and Grooming his / her team of PFAs:
o Identify training needs across the team
o Co-ordination with Branch Development Partner for the development and training of PFAs in his team
o Mega launch of each new PFA
o Maintain ongoing communication and connect with the team to share details of upcoming contests, R&R,
processes, etc.
Perform the role of a people manager fostering a culture of ownership, customer focus, entrepreneurship and team work across the entire branch.
QUALIFICATIONS & EXPERIENCE :
Qualifications and Technical Skills
Graduate in any stream with fair level of
numerical aptitude (of Class-X level)
Knowledge of market trends and consumer
behaviour
Overall and Specific Experience
3-4 years of relevant experience in go-tocustomer type of sales
Key Behavioural Attributes
Entrepreneurial
Team builder
Result oriented
Customer focus
Analytical Ability
Planning and Organizing
Process and Execution Focus
Key Interactions
Internal
Branch Head
PFAs
Branch development partner
Branch Operations
External
Prospective PFAs
Prospective and existing Customers
Vendors
Industry competitors.
Regards,
Numeric HR solutions
Indhu.
