An agency channel job description (JD) outlines a role focused on managing a sales network of independent agents or partners. Key responsibilities include recruiting and training agents, setting and achieving sales targets, building strong partner relationships, and monitoring performance to drive business growth. This type of role often appears in industries like insurance, where the agency channel is a major distribution method.
Key responsibilities
Sales and target achievement: Drive sales to meet or exceed monthly, quarterly, and annual targets by managing the performance of the agency network.
Agent management: Recruit, onboard, and train new agents and advisors to build a robust sales team.
Relationship management: Develop and maintain strong, long-term relationships with agency partners and key stakeholders.
Performance monitoring: Track agent performance metrics, such as policies sold and premium volume, and provide corrective actions to enhance productivity.
Strategy and analysis: Implement strategic plans for the agency channel, analyze market trends, and adjust strategies as needed.
Compliance: Ensure all sales activities comply with company policies and relevant industry regulations.
Sales promotion: Participate in sales activities like roadshows and campaigns to generate leads.
Required skills and qualifications
Experience: Proven experience in sales, especially in the insurance, banking, or financial services sector, is often preferred.
Sales and target orientation: Strong drive to achieve sales goals and a results-oriented mindset.
Leadership and management: Ability to lead, motivate, and manage a team or network of agents.
Communication: Excellent communication, interpersonal, and relationship-building skills.
Education: A graduate degree is often a requirement, with an MBA being preferred for management roles.
Problem-solving: A customer-centric approach with strong problem-solving abilities.
Market knowledge: Knowledge of the specific products (e.g., life insurance) and financial markets is a plus.