Agency Partner

Job Description (JD)

Agency Business Partner (ABP)

Company-HDFC Life Insurance

Position-Agency Business Partner (ABP)

Job TypeFull-Time | Leadership | Sales & Business Development

Job Summary- An Agency Business Partner is responsible for building and managing a team of Life Advisors while driving insurance sales through recruitment, training, mentoring, and business development. The role involves developing a high-performing sales team, ensuring quality business, and achieving organizational sales targets through effective leadership.

• Key Roles & Responsibilities1. RecruitmentRecruit Life Advisors and Business Partners.
• Expand the advisor network.
• Identify quality candidates for insurance sales.
• 2. Team DevelopmentTrain advisors on products and sales techniques.
• Conduct coaching sessions.
• Improve advisor productivity.
• 3. Sales ManagementAchieve monthly and yearly business targets.
• Generate premium business.
• Increase policy sales through the team.
• 4. Business DevelopmentConduct marketing activities.
• Generate customer leads.
• Develop local market presence.
• 5. Team MonitoringMonitor advisor performance.
• Ensure quality business.
• Improve advisor activation and productivity.
• 6. Income PlanningHelp advisors achieve their income goals.
• Plan business strategies for the team.
• Track performance regularly.
• 7. ComplianceEnsure IRDAI and company compliance.
• Maintain ethical business practices.
• Follow company policies and procedures.
• Primary ResponsibilitiesRecruit new Life Advisors.
• Build a productive insurance sales team.
• Conduct training and mentoring sessions.
• Drive premium collection.
• Achieve recruitment targets.
• Achieve activation targets.
• Maintain persistency.
• Increase customer acquisition.
• Monitor sales quality.
• Review advisor performance regularly.
• Conduct business meetings.
• Develop future leaders.
• Build long-term agency business.
• Required SkillsLeadership Skills
• Recruitment Skills
• Sales & Marketing
• Team Handling
• Communication Skills
• Relationship Building
• Coaching & Mentoring
• Target Achievement
• Customer Service
• Business Development
• Problem Solving
• Time Management