Manager-Elite Vertical

maxlifeins; Jaipur; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Max Life Insurance is seeking a dynamic Manager for the Elite Vertical to identify and recruit top financial advisors and distributors across Pan India, building a high-performance sales engine for the Agency Channel. The incumbent will lead recruitment drives, conduct career seminars, and ensure onboarding of top performers while uphold­ing regulatory standards and persistency metrics.

Responsibilities include coaching, field leadership, partnerships with DSDO and HR, driving sales from elite

Qualifications

• Strong relationship building capability.
• Go-getter attitude with drive to achieve results.
• Passionate towards sales and customer engagement.

Responsibilities

• Identify the Top Life Insurance /General Insurance/Health Insurance/Mutual Fund/CA in the assigned territory from the competition.
• Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings.
• Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same.
• Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan.
• Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
• Maintain Quality of sales by ensuring the Persistency standards of the channel.
• Adherence to the desired input behaviors to drive Sales and Recruitment.
• Periodically Train & Develop partners for new product launches and communicating any changes in company guidelines / policies.
• Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

Skills

Relationship building

Go-getter

Result oriented

Sales passion

Education

Graduate degree in Insurance/Finance

Job description

Job Description Position Manager - Elite Vertical Incumbent

NA Department Agency Function Agency Reporting to Circle Head Elite Vertical Band 4 / 4A

Location Multiple Locations Pan India

Team size (D/I) NA

JOB SUMMARY

Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors.

KEY RESPONSIBILITIES

• Identify the Top Life Insurance /General Insurance/Health Insurance/Mutual Fund/CAs in the assigned territory from the competition
• Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings
• Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same
• Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan
• Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans.
• Maintain Quality of sales by ensuring the Persistency standards of the channel
• Adherence to the desired input behaviors to drive Sales and Recruitment
• Periodically Train & Develop partners for new product launches and communicating any changes in company guidelines / policies.
• Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

MEASURES OF SUCCESS

• Hiring and driving activation of Top Advisors/Financial Distributors from competition
• Career Seminars / Meetings with Top Advisors/ Financial Distributors
• Meeting Sales and Recruitment Plan consistently
• Persistency
• Advisor Productivity & Retention
• Adhering to Input behaviors

KEY RELATIONSHIPS

• Circle Head - Elite Vertical
• Ops Team (CET and DSDO)
• Training and Development
• Human Resources

KNOWLEDGE/SKILLS/ABILITIES

• Strong relationship building capability
• Go-getter attitude
• Result orientation
• Passionate towards Sales

DESIRED QUALIFICATION AND EXPERIENCE

• Graduate with 5+ years of experience, at least 3 years experience in insurance sector
• Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance
• Should have similar market exposure and experience in process driven, quality sales organizations
• Familiarity with skills in recruitment, driving sales and activation
• Should have handled top distributors like MDRT, COTs.

ORG CHART

CEO

DMD Head Agency

Regional Manager / CVP & Head Elite Vertical (dotted line)

Circle Head Elite Vertical Manager Elite Vertical