Agency Sales Manager

Bajaj Life Insurance Limited; Surat; On-site; INR 350,000 - 600,000; Full time

Job summary

Bajaj Life Insurance Limited in Surat is seeking professionals to recruit and develop a quality team of insurance advisors/agents. You will ensure IRDA licensing, provide on‑the‑job training, and monitor performance to meet sales targets.

The role also involves agent engagement activities, rewards programs, branch engagement, and maintaining strong relationships with stakeholders, customers, and the SAM system for timely updates.

Responsibilities

• Recruit good quality prospective insurance advisors / agents and ensure IRDA licensing
• Motivate advisors / agents to achieve sales targets
• Provide on the job training and manage & monitor performance of the advisors / agents on financial planning with the clients / customers
• Update knowledge about financial markets and latest trends in life insurance industry
• Conduct advisor / agent engagement activities to motivate and train advisors / agent
• Conduct rewards and recognition program for advisors / agents monthly, quarterly and annually
• Motivate advisors to visit the branch and create branch engagement, visiting advisors at home / office to do prospecting and there by initiating the client meeting
• Relationship management with stake holders
• Maintain persistence for the policies procured by the team of advisors/ agents to achieve overall profitability of the team
• Providing proper customer service and assist agents / advisors / clients / customers in claim settlement
• Accompany Advisors on joint clients visits with the reporting manager to facilitate successful policy closures
• Maintain Accurate and timely updates of all sales executives and client interactions in the SAM system
• Renewal Collection
• Comfortable with agents recruitment on various portals or personal reference
• Maintain check in and check out time on our Agency App

Job description

1. To recruit good quality prospective insurance advisors / agents and ensure that they are acquiring IRDA licensing in order to achieve the sales target set by the company.

2. Motivating the advisors / agents to achieve the sales target set by the company.

3. Provide on the job training and manage & monitor performance of the advisors / agents on financial planning with the clients / customers.

4. Update knowledge about financial markets and latest trends in life insurance industry.

5. Conduct advisor / agent engagement activities during the week to motivate and train advisors / agent.

6. Conduct rewards and recognition program for advisors / agents monthly, Quarterly and Annually.

7. Motivate advisors to visit the branch and create branch engagement, visiting advisors at home / office to do prospecting and there by initiating the client meeting.

8. Relationship management with stake holders.

9. Maintain persistence for the policies procured by the team of advisors/ agents to achieve overall profitability of the team.

10. Providing proper customer service and assist agents / advisors / clients / customers in claim settlement.

11. Accompany Advisors on joint clients visits with the reporting manager to facilitate successful policy closures.

12. Maintain Accurate and timely updates of all sales executives and client interactions in the SAM system.

13. Renewal Collection.

14. Comfortable with agents recruitment on various portals or personal reference.

15. Maintain check in and check out time on our Agency App.