Key Roles and Responsibilites :

1. Agent Recruitment and Development

Identify and recruit potential insurance agents/advisors.

Conduct interviews and guide selected agents through the onboarding process.

Ensure that agents meet licensing and compliance requirements.

Motivate, train, and develop agents for achieving productivity benchmarks.

2. Sales and Business Development

Drive life insurance sales through a team of agents.

Plan and execute sales campaigns to achieve monthly/quarterly targets.

Identify market potential and develop strategies for new customer acquisition.

3. Team Management and Goal Setting

Set individual and team performance goals.

Track performance metrics and ensure consistent delivery.

Provide ongoing coaching and support to help agents improve.

4. Customer Relationship Management

Ensure a high level of customer satisfaction through proper servicing.

Handle customer grievances with empathy and quick resolution.

Promote need-based selling and cross-selling of products.

5. Compliance and Reporting

Ensure adherence to all regulatory and company guidelines.

Submit timely reports on sales, agent performance, and market feedback.

Conduct regular audits and agent checks to maintain ethical practices.