Business Partner

To recruit good quality prospective insurance advisors / agents and ensure that they are acquiring IRDA licensing in order to achieve the sales target set by the company.

Motivating the advisors / agents to achieve the sales target set by the company.

Provide on the job training and manage & monitor performance of the advisors / agents on financial planning with the clients / customers

Update knowledge about financial markets and latest trends in life insurance industry.

Conduct advisor / agent engagement activities during the week to motivate and train advisors / agent

Conduct rewards and recognition program for advisors / agents monthly, Quarterly and Annually.

Motivate advisors to visit the branch and create branch engagement, visiting advisors at home / office to do prospecting and there by initiating the client meeting.

Relationship management with stake holders.

Maintain persistence for the policies procured by the team of advisors/ agents to achieve overall profitability of the team.

Providing proper customer service and assist agents / advisors / clients / customers in claim settlement