Insurance Business Partner

kotak life; Panaji; Remote; INR 400,000 - 660,000; Part time

Job summary

A leading Indian life insurer is seeking an Associate Agency Partner in Panaji, Goa. In this role, you will recruit and mentor Life Advisors while focusing on their performance and success. Your responsibilities include providing training, guidance on sales targets, and ensuring a strong network of prospects. The ideal candidate will possess strong communication skills and the ability to operate independently. A bachelor's degree and previous experience in sales are preferred. This is a part-time role with a focus on business development and sales.

Qualifications

• Strong communication skills and ability to build client relationships.
• Knowledge of financial products and insurance policies.
• Self-motivated and capable of working independently.
• Experience in sales or customer service is a plus.
• Proficiency with digital tools and basic computer skills.
• Bachelor’s degree or equivalent experience preferred.

Responsibilities

• Recruit and train Life Advisors, overseeing their performance.
• Guide Life Advisors in improving skills and achieving success.
• Advise on performance, provide feedback, and communicate action plans.
• Provide feedback, action plans, and performance reviews to improve results.
• Train, coach, and mentor LAs through on‑job and classroom methods.
• Foster customer orientation and enhance financial quotient among LAs.
• Plan business promotion with LAs and develop training content.

Skills

Strong communication skills

Client relationship building

Time-management

Problem-solving skills

Digital tools proficiency

Education

Bachelor’s degree or equivalent experience

Job description

Associate Agency Partner at Kotak Life Insurance Pvt Ltd

Please Note This is a Business Opportunity With Kotak Life Insurance

Company Description

Kotak Life Insurance (Kotak Mahindra Life Insurance Company Ltd.) is a major Indian life insurer, part of the respected Kotak Mahindra Group, providing diverse financial solutions like term, savings, retirement, and investment plans for financial security, known for its customer‑centric approach, professional standards, and a commitment to building long‑term trust through innovation and financial prudence for millions of customers across India.

Role Description

1. Role: You will be responsible for the recruitment and training of Life Advisors (LA). These life advisors will be under your supervision and you will be responsible for reviewing their performance, sales targets and guidance. You are required to have meetings with them on the 4 days of your employment every month.

• (a) Choose the appropriate LAs profiles and handhold them till they pass IRDA certification examination.
• (b) Focus exclusively on LA's monthly income by ensuring the LA has an adequate prospect/suspect funnel, communicate reward schemes from time to time and enthuse the LA to qualify for reward schemes and contests.
• (c) Guide and keep the LA morale high at all times by working on improving their skills, getting them to taste success and make them independent Life Advisors.
• (d) Advise the Company on the LA performance, communicate to the LA on the desired versus actual performance, give specific feedback, design action plan for performance improvement and review the plan execution.
• (e) Train, coach and mentor Life Advisors, through on‑the‑job and field and classroom coaching techniques.
• (f) Instill customer orientation amongst the Life Advisors and enhance their financial quotient.
• (g) Review the activities of the Life Advisors and jointly plan for business promotion and development of the Life Advisors.
• (h) Develop content for Training of LAs.

Please Whatsapp Your Resumes on 9404395909 to Our Recruitment Partner. Mr Tribhuvan Kalangutkar

Qualifications

• Strong communication skills, presentation capabilities, and ability to build client relationships.
• Knowledge or willingness to understand financial products, insurance policies, and market trends.
• Strong organizational, time‑management, and problem‑solving skills.
• Self‑motivated and capable of working independently in a remote capacity.
• Previous experience in sales, customer service, or related fields is a plus.
• Proficiency in using digital tools and basic computer skills.
• Bachelor’s degree or equivalent experience is preferred.

• Seniority level

  Mid‑Senior level

• Employment type

  Part‑time

• Job function

  Business Development and Sales

• Industries

  Insurance

Referrals increase your chances of interviewing at Kotak Life by 2x.

Sign in to set job alerts for “Business Partner” roles.