Functions (Duties and Responsibilities)
1. Agency Leader/Financial Institution Acquisition and Recruitment
- Source, identify, and recruit agency leaders with existing life insurance teams for various roles within the agency structure (AM/UM).
- Screen competencies (cv, resume) and conduct interviews to assess agency leader candidate suitability.
- Conduct Business Opportunity Seminars to the new recruits, both agency leaders and agents.
- Maintain a network of potential candidates from the top life insurance companies for future acquisition.
- Develop and manage relationships with key personnel of the life insurance companies and financial institutions as sources of recruits and production.
2. Activation Strategy
- Assist in creating and implementing activation campaigns for agents, such as new product launches, push for a specific line of business i.e. motor and package products or digital marketing efforts.
- Collaborate with Training and internal teams to understand activation needs and create a strategy aligned with those goals.
- Oversee the execution of recruitment-related activations, ensuring they meet deadlines and targets.
3. Onboarding of Agents, Agency Leaders, and Relationship Managers/Financial Institutions
- Manage the onboarding process for new recruits, ensuring they are integrated into their team and the structure of the company.
- Ensure completion of documentary requirements needed to onboard the agent.
4. Recruitment and Activation Events
- Organize and coordinate recruitment and agency activation events i.e. Business Opportunity Seminars to promote the company and partnership with the agents.
- Coordinate logistics, materials, and branding for recruitment events.
5. Reporting and Analytics
- Track key performance metrics related to recruitment and activations, GWP per team and per agent and campaign performance results.
- Prepare and deliver these reports to agency leaders, agents and senior management.
Job Skills And Qualifications
- Bachelor's degree in Business Administration, Marketing, Human Resources, or a related field.
- Proven experience in recruitment, sales, or a similar role, preferably in the insurance, real estate, or financial services industry.
- Strong interpersonal and communication skills, with the ability to build rapport and establish trust with agents.