Job Description

Job Purpose

Recruitment, management, and supervision of Chief Business Mentors (‘CBMs’) and Personal Financial Advisors

(PFAs) of CBMs to help them in achieving their financial goals, thereby generating business for the Company.

Key Responsibilities

• Recruit, engage, and launch CBMs
• Ensure that CBMs recruit, appoint, and train PFAs
• Ensure that CBMs work towards helping their PFAs achieve business targets
• Ensure that PFAs of CBMs have a healthy persistency

Requirements

Experience and Preferences:

• Exp in life insurance at least 4-5 yrs, in agency channel min 3yrs
• To recruit Business Mentors (BMs) and assist them to accomplish desired targets
• Should have the zeal to grow in career.
• Understanding the Customer
• Should have good local market experience
• Should be able to hire partners and advisors
• Should be able to generate business individually.
• should have stability in their careers.
• Age – 45 yrs max
• Qualification – Graduation (mandate regular)

Functional Competencies

• Ability to impart knowledge in sourcing high-profile distributors of insurance/financial products
• Ability to impart skills in training their PFAs on insurance concepts, products, and closure of calls
• Ability to guide CBMs on financial concepts with special emphasis on insurance products
• Basic knowledge of computers and Microsoft Office (excel/word/ppt)

Benefits

• Salary upto 6lpa
• PF, ESI, Bonus, Gratuity, Incentives, Promotions, Growth

Requirements

Experience and Preferences: Exp in life insurance at least 4-5 yrs, in agency channel min 3yrs To recruit Business Mentors (BMs) and assist them to accomplish desired targets Should have the zeal to grow in career. Understanding the Customer Should have good local market experience Should be able to hire partners and advisors Should be able to generate business individually. should have stability in their careers. Age – 45 yrs max Qualification – Graduation (mandate regular) Functional Competencies: Ability to impart knowledge in sourcing high-profile distributors of insurance/financial products Ability to impart skills on training their PFAs on insurance concepts, products, and closure of calls Ability to guide CBMs on financial concepts with special emphasis on insurance products Basic knowledge of computers and Microsoft Office (excel/word/ppt)