Cluster Head - Life Insurance

T&N Business Services; Nashik District; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

T&N Business Services in Maharashtra, India seeks a Cluster Head in Life Insurance to lead a team of ADRMs and advisors, drive activation, retention, and cross-sell performance, and ensure regulatory compliance. The role emphasizes strategy implementation, budgeting, and market opportunity identification.

The candidate should have 5+ years in insurance with a strong sales track record, and proven leadership in a process-driven sales environment; cross-functional collaboration is essential.

Qualifications

• Graduate with 5+ years of experience, minimum experience of insurance sector 3 years.
• Proven Sales Track Record in Insurance, preferably Life Insurance.
• Experience in a cross-sell sales team.
• Experience in leading teams.
• Familiarity with supervision & development of teams, strong networking

Responsibilities

• Drive Input behaviors with the assigned team of ADRMs and Advisors.
• Drive cross sales and new sales from the assigned team of ADRMs and advisors.
• Meeting the sales plan numbers consistently
• Maintain and improve the Sales Quality Standards by maintaining the Persistency standards.
• Training and Development of the team of ADRMs, advisors for new product launches / revision in the existing policies.
• Drive advisor attendance in Trainings and GO-meets.
• Work with other functions / departments and work towards solving roadblocks faced by team of ADRMs and advisors.

Skills

Go-getter attitude

Adaptability

Training and Development

Decision-Making

Team leadership

Cross-sell Sales

Networking

Education

Graduate degree

Job description

Cluster Head - Life Insurance | Maharashtra, India Job Details

• Designation: Cluster Head
• Location: India, Maharashtra
• Experience: 4-20 Yrs
• Function: Insurance(BFSI) ( Life Insurance )
• Skills: Go-getter attitude, Ability operate in a challenging, changing environment, Training and Development, Decision-Making
• Job Type: Full Time

Cluster Head will be managing a team of 10 Advisor Development and Retention Managers (ADRMs). The ADRMs will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment.

The Cluster Head will supervise the team of ADRMs and will drive month-on-month activation and retention of assigned advisors. As a Sr Cluster Head, you will be responsible for developing and implementing strategic plans, managing budgets, and ensuring that all business units within the cluster meet their performance targets. Your role will also involve identifying new business opportunities, fostering a culture of continuous improvement, and ensuring compliance with all relevant regulations and standards

Requirements

• Graduate with 5+ years of experience, minimum experience of insurance sector 3 years
• Proven Sales Track Record in Insurance, preferably Life Insurance
• Experience in a cross-sell sales team
• Experience in leading teams
• Should have similar market exposure and experience in process driven, quality sales organizations
• Familiarity with skills in supervision & development of teams, strong networking

Preferences Measures of Success

• New Business Premium Sourced
• Advisor Activation & Productivity month on month
• Cross-Sell Conversion

  Knowledge/Skills/Abilities

  • Strong relationship building capability
  • Go-getter attitude
  • Result orientation
  • Collaborative working style
  • Passionate about Sales
  • Ability operate in a challenging, changing environment

  Job Responsibilities

  • Drive Input behaviors with the assigned team of ADRMs and Advisors.
  • Drive cross sales and new sales from the assigned team of ADRMs and advisors.
  • Meeting the sales plan numbers consistently
  • Maintain and improve the Sales Quality Standards by maintaining the Persistency standards.
  • Training and Development of the team of ADRMs, advisors for new product launches / revision in the existing policies.
  • Drive advisor attendance in Trainings and GO-meets.
  • Work with other functions / departments and work towards solving roadblocks faced by team of ADRMs and advisors.