Managing Partner - Life Insurance

Location - Kolkata

Company - Reputed Life Insurance Company

Purpose :

As a member of the APC Branch Team, develops a plan to drive the Branch objectives within a location. An MP is accountable for delivering the short- and long-term sales and profit results of the market through recruitment of APs, development of APs, activation of APs and improved processes.

Displays leadership, provides coaching and helps in planning for their respective teams. Consistently demonstrates our culture and leadership behaviors to build positive business relationships with key customers/advisors including LA, AP Training, and other support functions.

The incentive structures for an MP are designed so that he/she focuses both on building distribution and then sales through the team. The MPs on a quarterly basis can earn high incentives by doing the below :

Principle Accountabilities :

Planning and Goal Setting :

- Is responsible to drive the planning mechanism for his respective unit and support the AP in planning.

- Conducts review discussions/wakeup meetings as and when required

- Plan goals & performance needs for APs in a periodic manner

- Is expected to be an expert in the sales process, and conduct mechanisms to build same with his team through periodic on floor coaching.

- Own the operational aspects of coding of an a new AP and other day to day interactions with support functions whenever required

Recruiting :

- Organize and run recruitment events for APs and LAs

- Is an expert in the recruitment processes, and is able to identify the prospective LA and APs for the unit

Developing and Coaching :

- Can successfully run - Train -Audit-Retrain- cycle on skills of APs

- Selection to on boarding of the APs and responsible for APs income

- Help whenever needed in prospecting/suspecting activity in the field

- Operate as a products - subject matter expert-

- Attend joint field work activity

- Contact APs who are falling short of Contract Maintenance criteria to re- activate them or arrange training