RO - CAB Professional

Bharti AXA Life Insurance Company; Mumbai, Mumbai Suburban, Pune District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Bharti AXA Life Insurance Company is seeking a results-driven leader to drive sales, recruitment, and persistency targets. You will guide a team, set ambitious KPIs, and review performance to ensure consistent achievement and compliance with ethical standards.

You will also develop leaders, nurture distributor relationships, and deliver coaching to improve customer experiences, loyalty, and overall business growth in a dynamic insurance market.

Qualifications

• Goal setting and time management to drive sales and recruitment targets.
• Performance review and feedback to improve KPI attainment.
• Ability to recognize and reward high performers in a sales-centric team.
• Product knowledge and prospecting to identify customer needs and provide solutions.
• Strong communication and relationship-building skills for customer loyalty.

Job description

Competency- Result Orientation

Definition- Encourages the team to set challenging yet achievable sales, recruitment and persistency goals (13th and 25th month)

Regularly reviews self and team performance on KPI, incentive targets and provides feedback to help them improve

Recognizes and rewards team members who consistently exceed their sales, recruitment and persistency targets (KPI)

Skillset required- Goal Setting, Time Management, Target Focus, Performance Review, Feedback Use

Competency - Sales Orientation

Definition- Proactively researches and stays updated on new life insurance products and services

Identifies customer needs and recommends appropriate solutions

Develops strong relationships with existing customers to drive repeat business

Meets or exceeds monthly/quarterly sales targets

Skillset required- Product Knowledge, Prospecting, Communication, Customer Understanding, Closing Skills

Competency- Customer Delight

Definition-

Proactively identifies and addresses customer needs and concerns

Knows customer segments in the locality and develops strong relationships with customers to foster loyalty and trust

Provides product knowledge training to sales team to enhance customer experience

Analyzes customer feedback and implements improvements to processes and services

Skillset required- Customer Service, Relationship Building, Active Listening, Problem Solving, Feedback Handling

Competency- Work Ethics

Definition- Promotes a culture of integrity and ethical behavior within the team

Ensures sales practices comply with relevant laws, regulations, and industry standards

Provides guidance to sales representatives on ethical dilemmas and decision‑making

Takes prompt action to address any unethical conduct or misconduct towards brand values

Skillset required- Integrity, Compliance, Fairness, Responsibility, Ethical Behavior

Competency - People and Team Leadership

Definition- Communicates a clear vision and strategy for the team to achieve organizational objectives

Motivates and inspires the team to perform at a high level

Delegates tasks and responsibilities effectively to leverage team members' capabilities

Provides constructive feedback and coaching to help team members develop their skills

Skillset required- Motivation, Teamwork, Delegation, Coaching, Support

Competency - Recruitment/Distribution Skills

Definition- Proactively identifies and maintains a diverse pipeline of potential advisors and partners using established criteria, competitor mapping, and professional networking

Develops and delivers a compelling value proposition that clearly articulates the career opportunity, compensation, and support structure, effectively influencing and convincing high‑potential advisors and partners to join the team

Skillfully anticipates and manages advisor objections through clear communication, factual evidence, and motivational techniques

Effectively leverages existing networks, professional referrals, and natural market opportunities to consistently generate quality leads for distribution expansion

Demonstrates the ability to attract established and high‑performing distributors or teams from competitor organizations by highlighting the unique advantages and growth opportunities the company offers

Ensures a good selection process is followed, and successful recruits are smoothly integrated by providing initial training and necessary resources to facilitate a fast start in the role

Skillset required- Lead Generation, Networking, Prospecting, Communication, Interviewing

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.