Advisor Recruitment & Onboarding
Identify, recruit, and onboard quality insurance advisors as per company guidelines.
Build a strong and productive agency network.
Training & Development
Provide product, sales, and compliance training to advisors.
Conduct regular meetings and joint field calls to enhance advisor performance.
Sales & Business Achievement
Drive life insurance sales through advisors.
Achieve monthly, quarterly, and annual premium targets.
Focus on new business generation and revenue growth.
Relationship Management
Maintain strong and long-term relationships with advisors.
Motivate and guide advisors to improve productivity and performance.
Customer Service & Persistency
Ensure quality business and high policy persistency ratio.
Support advisors in resolving customer queries and service issues.
Compliance & Reporting
Ensure adherence to IRDAI and company policies.
Maintain accurate MIS reports and track performance metrics.