Strategy Lead - F2F Channel - 5 - 8 years - Mumbai

We are looking for a Strategy Lead to drive business strategy, performance analytics and strategic initiatives for the Face-to-Face (F2F) distribution channel. The role will focus on improving channel growth, sales productivity, activation, hiring and manpower effectiveness through data-driven insights, strategic planning and cross-functional execution.

Your Future Employer:

A leading organisation in the life insurance sector, offering an opportunity to work closely with senior leadership and drive strategic initiatives for a large-scale direct sales distribution channel.

Responsibilities:

Business & Channel Strategy:

- Develop and support strategic initiatives to drive Face-to-Face channel growth.

- Analyse business performance across branches, regions, teams and distribution levels to identify improvement opportunities.

- Translate strategic priorities into execution plans, milestones and measurable outcomes.

- Support annual, quarterly and monthly business planning.

Performance & Productivity Analytics:

- Track key business metrics, including WRP, productivity, activation, hiring, persistency and manpower effectiveness.

- Identify performance gaps and provide actionable insights to business and leadership teams.

- Develop MIS reports, dashboards and management reviews for regular performance tracking.

- Conduct trend and variance analysis and highlight areas requiring intervention.

Distribution & Manpower Strategy:

- Identify opportunities to improve branch productivity through activation, hiring and talent mix.

- Support initiatives related to career progression, employee retention, productivity and sales-force effectiveness.

Strategic Projects & Leadership Reporting:

- Drive cross-functional projects from concept and pilot stages through execution and scale-up.

- Prepare business cases, process frameworks, SOPs and implementation plans.

- Track project outcomes and ensure timely closure of agreed actions.

- Coordinate with multiple stakeholders to resolve execution bottlenecks.

- Prepare management presentations, executive summaries and leadership reports highlighting business movements, risks, opportunities and recommended actions.

Requirements:

- 5 - 8 years of experience in the Life Insurance industry.

- Minimum 2 years of experience working with a consulting firm.

- Strong understanding of life insurance distribution, preferably Direct or Face-to-Face channels.

- Strong analytical, strategic thinking and problem-solving capabilities.

- Excellent MS Excel and PowerPoint skills.

- Exposure to dashboards and Power BI will be an added advantage.

- Ability to convert complex data into meaningful business insights and actionable recommendations.

- Strong stakeholder management and communication skills.

- Experience working with senior leadership as well as field and business teams.

- High ownership with the ability to independently drive projects from strategy through execution.

What Is in It for You?:

- Opportunity to drive strategy for a large-scale Face-to-Face distribution channel.

- Work closely with senior leadership and business stakeholders.

- Exposure to business planning, performance analytics and strategic projects.

- Opportunity to influence channel growth, productivity and sales-force effectiveness.

- Drive high-impact initiatives from planning to execution.

Understanding the F2F Channel:

The Face-to-Face (F2F) channel is a direct sales distribution model managed through company-employed sales teams. These teams acquire, service and retain customers through in-person interactions.

The channel typically includes Advisors, Sales Managers, Regional Managers and National Leadership, with a focus on:

- Direct customer acquisition

- Lead generation and field sales

- Servicing existing policyholders

- Cross-selling and upselling insurance products

- Persistency and relationship management

Key Deliverables / KPIs:

- Channel business growth and productivity improvement

- Activation and manpower productivity

- Strategic initiative execution and closure

- Quality and timeliness of management MIS

Disclaimer:

Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging and memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Note:

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