Branch Manager - Life Insurance Agency Channel -12 lacs

Wego Consultants; Bareilly; On-site; INR 1,000,000 - 1,700,000; Full time

Job summary

Wego Consultants is hiring for an Insurance Agency Channel Team Manager to lead a regional circle, drive sales targets, and oversee SDMs/UMs/AMs/BDMs. The role requires strong leadership, coaching, and market guidance across multiple locations.

The candidate will oversee training, performance reviews, and growth plans while ensuring high ethical standards in all team activities and client interactions.

Qualifications

• Graduation is must.
• Insurance team handling experience in agency or direct is must.
• Minimum 5-7 years experience in insurance agency or direct channel; 2-3 years in team handling in agency channel.

Responsibilities

• Drive business with SDMs, UMs, AMs, and BDMs.
• Provide leadership to Circle team and communicate vision/objectives.
• Provide coaching in the field and conduct weekly performance reviews.
• Identify skills gaps and implement developmental plans.

Skills

Leadership

Team management

Sales coaching

Communication

Education

Graduation

Job description

Job description

Vacancy Open at Etah,Moradabad,Bareilly,Hapur and Indirapuram.

Job description: Agency channel Team Handling

• Drive business with the help of SDMs ,UM, AM,and BDMs.
• Problem Solving / Business Provide leadership to the entire Circle team by clearly communicating vision and objectives of the organization, and of the local team (including proficiency in English and local language)
• Provide direct support to Career FLS / BLs to help them achieve business goals and maximize their own productivity by:
• Superior channel understanding, product and sales skills, and strategic advice on the local market
• Support and coaching in the field on important sales calls
• Regular sales coaching and mentoring
• Conducting weekly performance reviews, and identifying action steps for improvement
• Identify skills gaps, creating developmental plans, and ensure implementation of developmental plans via trainings and other relevant activities
• Support Circle Manager and Associate Circle Heads in the team and help them to achieve their own respective performance goals (via all of the above levers)
• Oversee Training certifications of SDMs reporting to his Circle Managers ( 0 6 mths)
• Build convictions within the team to uphold high organizational values in every action s and ensure business ethics and integrity within the Circle (particularly as the Circle Manager bears ultimate responsibility for the actions of the team)

Sales / Sales Management Maximize sales productivity of the Circle and achieve required monthly and annual sales targets, while building a healthy agency distribution base via:

• Provide daily leadership and target orientation to the team
• Motivate team for achieving daily, weekly and monthly goals
• Directly support large client acquisition in a selective manner (not at the expense of other objectives)
• Monitor and review against plan and take appropriate course corrections

Provide day-to-day management required to ensure high Agency quality within the team including:

• Agency discipline (daily huddle attendance and quality, completion of meaningful performance reviews, completion of required SAM calls)
• Sales process (generation of leads, conversion of leads into client calls, conversion of client calls into business)
• FC and BL engagement (recruitment and licensing of new BLs and FCs by the sales managers, visits to and activation of the FCs and BLs)
• Employee success (low attrition rates in the Circle at all levels, completion of monthly sales targets by all team members)
• Identify and recruit top Financial Consultants from the market
• Convert top FCs from the existing team to Business Leaders as appropriate and help them build their own team of FCs to maximize leverage
• Support BLs in the expansion of their distribution network via their FCs

Required Candidate profile

• Graduation is must
• INSURANCE TEAM HANDLING EXPERIENCE in AGENCY OR DIRECT IS MUST.
• Minimum 5-7 years experience in insurance agency or direct channel .Min 2-3 years experience in team handling in agency channel is must.Good track record is must.