Manager - Elite Vertical

Key Responsibilities

• Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition

• Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings

• Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same

• Hiring and Onboarding of Top Advisors and Business Associates’ post conducting Career seminars and Presentation and meet the defined Recruitment plan

• Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.

• Maintain Quality of sales by ensuring the Persistency standards of the channel

• Adherence to the desired input behaviors to drive Sales and Recruitment

• Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies.

• Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

Measures of Success:

Hiring and driving activation of Top Advisors/Financial Distributors from competition

• Career Seminars / Meetings with Top

Advisors/ Financial Distributors

• Meeting Sales and Recruitment Plan

consistently

• Persistency

• Advisor Productivity & Retention

• Adhering to Input behaviors

Key Relationships (Internal / External):

 • Circle Head -Elite Vertical

• Ops Team (CET and DSDO)

• Training and Development

• Human Resources