Field Sales Executive

Job Description: Sales Manager- Agency

Job Title Sales Manager

Location Branch Office

Department Agency

Based out of Location……………..

1. Position Summary:

Help build long-term valuable Agency business by recruiting and developing the right “Life Advisors- Protection”, who are distinguished by meaning and purpose to protect. Achieving business targets through retail distribution and by finding, winning & retaining customers.

1. Key Responsibilities

Recruitment of right Life advisors:

• Recruiting the right Life Protection advisors (LAs) who are distinguished by meaning & purpose to protect – meeting ideal LA specifications

• Develop various sources of LA hiring, including Conducting local activities & passionately promoting Agency as a career.

Coaching, developing and supporting Life advisors:

• Ensuring that the new LAs pass IRDA exam and have good Company & product knowledge.

• Coach LAs on how to generate leads (prospecting); how to take appointments/ follow up on the leads etc.

• Joint field calls (JFC) and demonstration on the field to LAs- to ensure that they develop sound prospecting habits, calling habits and work habits.

• Continuously working with LAs in the field to enable them to see initial success and subsequently engage, motivate and develop them to do better- through providing timely feedback.

• Coach LAs on the importance of quality of advice and quality of sales

Meet Business Targets:

• Achievement of monthly, quarterly & yearly business plans

• Plan and complete at least 3 genuine sales/ recrt calls every day & update the same on Mobile rock. • Maintain LA productivity as per business plan

Develop a strong local reputation for quality of advice and business:

• Ensuring business is done in an ethical and honest manner, which is in compliance to the IRDA norms

• Ensuring high quality of Advice and Sales through a strong Mindset of Quality, Customer centricity & Protection orientation. •

Implementation of PLI work processes and adhere to the business norms

1. Person Specification

Ideal Profile:

1. A local native. (Mandatory). Preferably > 3-5 years

2. Should have ~ 3 years of sales experience (Preferably Non-LI Industry). If from Industry, should not have worked for more than 1-2 Life Insurance Companies as a Sales Manager. Should have stable performance track record[1]more than 1 year as SM in the alst job

3. Minimum Graduation (Any discipline).

4. Should have own conveyance

5. Female candidates will be preferred

Negative Profiles

: • Having worked with more than 2 LI companies as SM in Agency Channel. (Having worked as LA or any other distribution Channel is OK.)

• Unstable/ Patchy career-Too many job changes of less than 6 months, which are not justifiable. (last 2 jobs/ 3 years) …Justifiable cases (Channel/ branch closure/ transfer etc. are acceptable.

Competencies and values:

1. Right attitudes and habits- Discipline & Hard Work

2. Sales Ability

3. Communication

4. Planning & Coaching

5. Sensitivity to customers’ needs; care and service attitude

6. Values: Customer Focus, Trustworthiness, Mutual respect and winning