Branch Manager (Life Insurance - Agency Channel)

• Meet Unit Targets: Achieve overall unit revenue and productivity goals.
• Implement Standards: Ensure the successful implementation of the GOLD system within the unit.
• Sales Activity Supervision: Supervise the activity plans of Sales Managers and Agent Advisors to ensure they meet desired standards.
• Compliance: Ensure all Sales Managers and Agents under your supervision operate according to company rules and regulations.
• Track Productivity Metrics: Monitor and track key productivity measures for the unit, including:
• AFYP (Annualized First Year Premium)
• Case rate
• Annual mode business
• Persistency
• Paid cases per agent
• YTD appointments
• SM (Sales Manager) appointments
• Proactive agent retention
• Annual FYC (First Year Commission) standards
• Agency Growth: Execute plans designed to foster the growth of the agency.
• Recruitment: Identify, interview, and select new Sales Managers from your natural market and through networking.
• Sales & Service Adherence: Ensure strict adherence to established sales and service standards for Sales Managers.
• Performance Reviews: Conduct weekly Performance Review and Planning (PRP) sessions for Sales Managers.
• Sales Manager Retention & Development: Ensure the retention of Sales Managers by creating their development plans, addressing training needs, and maintaining regular communication.
• Leadership Pipeline: Build a leadership pipeline of future Sales Managers (SMs) and Agency Partners (APs) from within the unit.

Other Responsibilities

• HO Coordination: Coordinate effectively with the Head Office.
• Sales Promotion: Organize and participate in sales promotion activities.
• General Office Support: Assist in the overall running of the General Office.

Measures of Success

• CGPA (Specific to the company's internal metric)
• AFYP
• Case Rate
• Recruitment
• Retention
• Persistency
• GOLD Audit Rating
• Active Retention
• Number of Promotions

Education & Experience

• Minimum Education: Graduate, preferably with an MBA.
• Minimum/Specific Experience:
• If MBA: Minimum of 6 years of experience in sales and sales management, including recruitment, supervision, and people development.
• If Graduate: Minimum of 7-8 years of experience in the above domain.
• Market Exposure: Should have local market exposure and experience working in process-driven, quality sales organizations.