Regional Head - Agency (Life Insurance)
Regional-Head (Agency Vertical)
JOB SUMMARY:
- This role presents an opportunity to lead the 'Advisor Development and Retention Vertical' under Agency Distribution. The incumbent will lead a team of up to 10 Cluster Heads and ADRMs (Advisor Development and Retention Managers).
- The ADRMs will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment.
- They will be responsible for month-on-month activation and retention of assigned advisors.
KEY RESPONSIBILITIES:
- Work towards setting up of systems and processes in the respective Region
- Build an effective and stable team of Cluster Heads and ADRMs and ensure timely fulfillment of open positions
- Drive Input behaviors at Cluster Heads and ADRM level
- Drive cross-sales and achieve sales plan from the assigned team of ADRMs
- Maintain and improve the Sales Quality Standards by maintaining the Persistency standards
- Managing Training and Development of the team on new /vintage product & Dormant AA revival process.
- Drive reassigned advisor attendance in Trainings and office-meets
- Mentoring team for activating reassigned pool of advisors
- Alignment with support functions (working with & through others)
- Managing relationships with respective RM's in agency(High Stakeholder Management)
- Manage compliance and financial risks
MEASURES OF SUCCESS:
- New Business Premium Sourced
- Dormant Advisor Activation & Productivity month on month
- Cross-Sell Conversion
- Meeting Persistency standards
- Cluster Head, ADRMs meeting standards
- Adhering to Input behaviors as per the defined standards
KEY RELATIONSHIPS:
- Advisors
- Advisor Development and Retention Managers (ADRMs)
- Cluster Head - Advisor Development and Retention
- Regional Manager - Advisor Development and Retention
- Operations Team
- Training and Development
KNOWLEDGE/SKILLS/ABILITIES:
- Strong relationship building capability
- Go-getter attitude
- Result orientation
- Collaborative working style
- Passionate about Sales
- Ability operate in a challenging, changing environment
Desired qualification and experience:
- MBA / Post graduate with 15+ years of experience, minimum 10 years' experience in Life Insurance/Financial Services sector
- Should have similar market exposure and experience in process driven, quality sales organizations
- Proven sales track record in Insurance, preferably Life Insurance (Agency, Banca, Direct Client)
- Experience in a cross-sell sales team
- Experience in leading multiple location teams
- Familiarity with skills in supervision & development of teams, strong networking
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