About the role
- Competency- Result OrientationDefinition- 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-Planning, Problem Solving, Decision Making, Performance Tracking, Continuous Improvement
- Competency - Sales OrientationDefinition-Proactively researches and keeps the team updated on new life insurance products and services
Encourages team to Identify customer needs and recommends appropriate solutions
Understands the market and relevant products
Creates roadmap for the team to exceed monthly/quarterly sales targetsSkillset required-Market Knowledge, Sales Coaching, Negotiation, Opportunity Planning, Pipeline Management
- Competency- Customer DelightDefinition-
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 servicesSkillset required-Customer Focus, Feedback Use, Service Quality, Relationship Management, Collaboration
- Competency- Work EthicsDefinition-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 valuesSkillset required-Integrity, Accountability, Compliance Oversight, Fair Practice, Role Modeling
- Competency - People and Team LeadershipDefinition-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-Empowerment, Conflict Handling, Open Communication, Inclusion, Team Development
- Competency - Recruitment/Distribution SkillsDefinition-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-Candidate Assessment, Persuasion, Relationship Building, Onboarding Support, Market Mapping