Overview

We are seeking an elite manager who will be responsible for hiring, developing and driving sales from Top
Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel.
The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of
proven top performing advisors/ financial distributors.

RESPONSIBILITIES
• 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 Top
● Advisors/ Financial Distributors
● Meeting Sales and Recruitment Plan consistently Persistency
● Advisor Productivity & Retention
● Adhering to Input behaviors
KEY RELATIONSHIPS
● Circle Head -Elite Vertical
● Ops Team (CET and DSDO)
● Training and Development
● Human Resources
REQUIREMENTS
● Strong relationship-building capability
● Go-getter attitude
● Result orientation
● Passionate towards Sales
MUST HAVE
● 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 activation

Tagged as: “insurance”

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