Assist & guide the Branch Managers in proper recruitment of the Front Line Sales Force
Ensure execution of an aggressive distribution creation strategy to acquire requisite number of productive agents from a crowded market to achieve targeted market penetration
Monitor the status of the budgeted capacity vis-à-vis the actual strength on board
Assist & guide on the profiles of the recruited candidates for insurance advisors
Carry out goal setting of each individual for month, quarter & year
Plan sales strategies by analyzing performance of various branches and deploying appropriate focus to enhance sales in all.
Create effective engagement interventions at the regional level to ensure high levels of activity & delivery
Conduct periodic reviews to monitor the key business levers and take corrective action where necessary
Review the progress of the Front Lines Sales team on the assigned goal sheet.
Ensure daily adherence of sales process by way of effective planning and review.
Ensuring sales progression of the regional sales by reviewing and Motivating team for setting higher performance standards
Driving activities leading to maximum incentive earners at FLS & BM levels
Identify the training need & collaborate with the training team to ensure that the timely training of the Agency Managers
Identifying the training need & timely preparation of the training program for the advisors
Fulfill the training needs of the Branch Managers in collaboration with the sales training team.
Regularly meet the top advisors of his branches/area.
Maintain good relations with the top performers/club members.
Mentor; motivate value adding the Sales forces.
Ensure a high percentile of premium through analysis and product mix.
Ensure profitability by implementing new cost optimization initiatives rolled out by the Regional Manager or above.
To ensure delivery of unique consumer value proposition by ensuring enabling framework for the area sales force
Ensure that the business activities are carried out as per the compliance & regulatory guidelines laid by the company
Put in place checks and balances to control the quality of business
Take corrective actions as and when any malpractice is found
Gain market intelligence
Put in place strategies to tap potential market.
Ensure recruitment of advisors in the areas having unexploited potential
Enhance brand awareness in underdeveloped areas for future business
Have regular meetings/discussions with training / underwriting/client services/HR/Compliance /Planning & Finance to understand their expectations & share requirements.
Partner with other departments to ensure sales support.
Manage and resolve escalations.
Ensure skill enhancement of team members through continuous on the job training.
Coach and Develop team members
Develop a second line of leaders within the sales function.
