Job Purpose
Recruitment, management and supervision of Chief Business Mentors ( CBMs ) and Personal Financial Advisors
(PFAs) of CBMs to help them in achieving their financial goals, thereby generating business for the Company.
Key Responsibilities
- Recruit, engage and launch CBMs
- Ensure that CBMs recruit, appoint and train PFAs
- Ensure that CBMs work towards helping their PFAs achieve business targets
- Ensure that PFAs of CBMs have a healthy persistency
Requirements
Experience and Preferences:
- Minimum 3-4 years experience in sale of life insurance products
- Past experience in managing High Performing LI agents (MDRTs/COTs/TOTs/Clubs Members)
- Experience in managing and supervising teams of at least 3 to 5 persons
Functional Competencies:
- Ability to impart knowledge in sourcing high profile distributors of insurance/financial products
- Ability to impart skills on training their PFAs on insurance concepts, products and closure of calls
- Ability to guide CBMs on financial concepts with special emphasis on insurance products
- Basic knowledge of computers and Microsoft Office (excel/word/ppt)
Minimum of a Bachelor s degree or equivalent
Experience Minimum 6 years work experience with 3-4 years experience in aAgency salesin life insurance
Salary Range 5.5 to 7 PA
Age Limit -45+ max
Benefits
PF, ESI, Bonus, Gratuity, Incentives, Promotions, Growth
Experience and Preferences: Minimum 3-4 years experience in sale of life insurance products Past experience in managing High Performing LI agents (MDRTs/COTs/TOTs/Clubs Members) Experience in managing and supervising teams of at least 3 to 5 persons Functional Competencies: Ability to impart knowledge in sourcing high profile distributors of insurance/financial products Ability to impart skills on training their PFAs on insurance concepts, products and closure of calls Ability to guide CBMs on financial concepts with special emphasis on insurance products Basic knowledge of computers and Microsoft Office (excel/word/ppt) Minimum of a Bachelor s degree or equivalent Experience Minimum 6 years work experience with 3-4 years experience in a Agency sales in life insurance Salary Range 5.5 to 7 PA Age Limit -45+ max