Team Building & Development: Help grow and develop a strong, high-performing team, especially focusing on sales advisors and field-level staff.
Creating a Sales Network: Build a solid and profitable network of advisors and team members to expand business in new areas.
Improving Productivity: Make sure the team stays active and productive. Encourage good work habits and run training sessions to help them improve.
Hiring Advisors: Recruit new advisors regularly to support business growth and improve team performance.
Boosting Sales: Increase sales by promoting all available products and meeting monthly, quarterly, and yearly sales targets.
Performance Tracking: Monitor key metrics like product mix, policy renewals (persistency), and how many leads turn into actual sales.
Database Management: Keep customer and team records up to date and accurate.
Achieving Weekly Goals: Work toward completing weekly targets and participating in performance contests.