Direct Channel Responsibilities:
Selling Directly: Actively promoting and selling life insurance policies directly to customers.
Needs Assessment: Understanding client needs, financial goals, and risk tolerance to recommend appropriate insurance products.
Relationship Building: Developing and maintaining strong relationships with clients to provide ongoing support and build trust.
Lead Generation: Generating leads and actively reaching out to potential prospects.
Sales Performance: Meeting and exceeding sales targets and quotas.
Agency Channel Responsibilities (Agency Manager/Supervisor):
Recruitment and Training: Recruiting, training, and mentoring a team of insurance agents.
Performance Management: Setting goals, monitoring performance, providing coaching and feedback to agents.
Channel Development: Developing and managing the agency network to maximize sales potential.
Compliance: Ensuring agents adhere to company policies, regulations, and ethical standards.
Relationship Management: Building and maintaining strong relationships with key stakeholders, including agents and clients.