Job Description
1) Identify potential Financial Consultants (Insurance Agents) based on agreed profiles and ensure recruitment in accordance with the business plan.
2) Initially, for the first three months to achieve targets of direct sales and recruit the minimum expected number of Financial Consultants.
3) To continuously review performance of own team of Financial Consultants and to improve their productivity on an on going basis.
4) Provide leadership and management to the team of Financial Consultants.
5) To endeavor to have and to achieve a team of highly productive Financial Consultants.
6) Provide training and monitor development needs of Financial consultants in the team; provide feedback on Financial consultants performance, particularly those with less experience. (Mentor role).
7) Set targets for consultants, review these & consistently raise them.
8) To gain customer confidence to manage his/her complete financial portfolio.
9) Telemarketing calls to prospective clients and develop market through a process of continuous prospecting.
10) Responsible for educating the prospects about our products viz- a- viz competitor products.
11) Maintaining team productivity and achieving team and individual targets.
12) Undertake joint fieldwork with Insurance Advisors and demonstrate successful sales skills..
13) Conduct weekly performance review with Insurance Advisors.
14) Supervise the activity plan of all executives to ensure that these are being fulfilled as per the desired levels.
15) Ensure that all Insurance Advisors under supervision perform as per the company rules and regulations
Desired Candidate Profile:
1) Graduate with minimum 2+ yrs experience in Sales, experience in sales of Financial Services would be an advantage.
2) Good academic record
3) A consistently good record in sales or sales management role with potential for leading others.
4) Past record of motivating others towards achievement of ambitious targets and attaining higher levels of performance will be an added advantage.
5) Strong Leadership qualities and ability to coach and mentor others.
6) Knowledge of the market place.
7) Excellent verbal and written communication skills.
8) Aggressive with drive and high energy levels who shows potential to mentor/lead a team of Financial Consultants
MEASURES OF PERFORMANCE:
1) Quantity and Quality of applications.
2) Achievement of targets month by month.
3) Co-ordination with various departments of the company.
KNOWLEDGE / SKILLS / ABILITIES
1) Familiarity with local HNW market
2) Result orientation
3) Strong network
4) Leadership ability
5) Disciplined, structured, process driven.
6) Positive Attitude
7) Customer sensitivity
8) Relationship building
Keywords: sales, insurance, unit manager, development manager, sales development manager, bancassurance, direct marketing, agency channel, tied agency, retail sales, mutual funds
Hiring Company Details
Intellecta Consultants
We are a premier Recruitment Services Firm operating in Middle, Senior & Top Management Recruitment space for varied industries and sectors such as Banking & Financial Services, Telecom, IT, Call Centers and BPO.
Executive Name: Shraddha Tiwari
Contact Details: 08976095708
Address: 302,Gemstar Comm CplxRamchandra LaneMalad (W), Mum
