AGENCY_AMISHA

To recruit good quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company.

• Create P 400s to identify probable list to pitch the career.

• Daily calling and fixing recruitment appointments and Scout for potential who can be effective advisors

• Make presentation on "Career as an insurance advisor"

• Follow-up for obtaining necessary documentation regularly

• Make sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing.

Ensure that the advisors achieve business targets set for them. 

• Educate the advisor on the following
  1. value proposition and create WIFME
  2. compliance policy
  3. Advisor compensation
• Do a goal setting on the advisor’s yearly/ monthly earning and draw up a monthly input /output plan 

• Break down the plan according to the potential of the insurance advisors

• Keep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.

• Help sort out any problems faced by the advisors

• Review the plan weekly/monthly

• Assess training needs and train the advisor as and when required.

Provide on the job training & manage and monitor performance of Advisors so that they can achieve their goals.

• Accompany the advisors on joint calls

• Support advisors in designing solutions and advise customers 

• Making sure that the advisor is learning on the job

• Prepare the advisors by having them to give dummy presentations to test their level of selling skills

• Identify and motivate advisors for club membership. Etc

• Monitor, review and guide their performance periodically 

• Ensure retention, adhere to productivity bench marks of advisors

• Ensure participation of advisors in training and other developmental interventions

• Have business related issues solved at branch level through RM or Operation staff.

Relationship Management

• Maintain healthy & cordial relation with the advisor. 
• Regularly staying in touch with his advisor (in person) as well as using other modes of communication. 

• Regularly update the advisors about new product, schemes, clubs, etc.

• Coordination with internal departments

Maintain renewals for the policies procured by team of Advisors to overall achieve the profitability of the team.

• Constantly track the policies dates and follow up for renewals.

• Update the Advisors with updated list of policies due for renewals.