Job Description
Job DescriptionBuilding a team of PFAs:
• Identifying prospective PFAs as per the guidelines of the organisation
• Coordinating the appointment process of the PFAs
• Activisation of successfully appointed new PFAs through handholding, participation in OJT and ensuring their motivation to sell
• Achieving the number of active PFAs in his / her team as per the organisations targets
Deliver sales targets and ensure adherence to the Mandated Sales Process:
• Prepare monthly and annual action plans to achieve his/her goals
• Ensuring adherence by PFAs to the Sales process as mandated by the company
• Motivating and ensuring Revenue targets (as may be set from time to time) for the PFA are achieved
• Measurement and tracking of relevant metrics for PFAs
• Ensure that R&R schemes are communicated to understood by the PFAs in the team and used effectively to motivate and help team perform
• Work towards achieving the target sales and product mix from the team of PFAs
• Track customer proposals through to conversion
Training and Grooming his / her team of PFAs:
• Identify training needs across the team
• Co-ordination with Branch Development Partner for the development and training of PFAs in his team
• Mega launch of each new PFA
• Maintain ongoing communication and connect with the team to share details of upcoming contests, R&R, processes, etc.
• Perform the role of a people manager fostering a culture of ownership, customer focus, entrepreneurship and team work across the entire branch
RequirementsAny person who is working other than Agency vertical in insurance. Any direct/ Banca experience is welcome
• DSA Employees
• Bank CASA Sales Employees
• FMCG sales representatives
• Medical sales representatives
• Brokers and other financial services sales employee
Existing agency Sales / Managers can be hired only with 2 years gap
For Pool A- Any Life Insurance Advisor having 1 year experience as Advisor
For Pool B- Any Other Insurance Advisor/ Any Businessman looking for full time opportunity
For Pool C- Any Salesman having 2 years' experience in sales with Graduate Must. You can target candidates from below
industry
Age Limit: 23 to 45 Years
BenefitsSalary: 3.25 LPA
Incentives, Bonus and other attractive packages for Achievement of Monthly Sales
Requirements
Any person who is working other than Agency vertical in insurance. Any direct/ Banca experience is welcome
• DSA Employees
• Bank CASA Sales Employees
• FMCG sales representatives
• Medical sales representatives
• Brokers and other financial services sales employee Existing agency Sales / Managers can be hired only with 2 years gap For Pool A- Any Life Insurance Advisor having 1 year experience as Advisor For Pool B- Any Other Insurance Advisor/ Any Businessman looking for full time opportunity For Pool C- Any Salesman having 2 years' experience in sales with Graduate Must. You can target candidates from below industry Age Limit: 23 to 45 Years
• Identifying prospective PFAs as per the guidelines of the organisation
• Coordinating the appointment process of the PFAs
• Activisation of successfully appointed new PFAs through handholding, participation in OJT and ensuring their motivation to sell
• Achieving the number of active PFAs in his / her team as per the organisations targets
Deliver sales targets and ensure adherence to the Mandated Sales Process:
• Prepare monthly and annual action plans to achieve his/her goals
• Ensuring adherence by PFAs to the Sales process as mandated by the company
• Motivating and ensuring Revenue targets (as may be set from time to time) for the PFA are achieved
• Measurement and tracking of relevant metrics for PFAs
• Ensure that R&R schemes are communicated to understood by the PFAs in the team and used effectively to motivate and help team perform
• Work towards achieving the target sales and product mix from the team of PFAs
• Track customer proposals through to conversion
Training and Grooming his / her team of PFAs:
• Identify training needs across the team
• Co-ordination with Branch Development Partner for the development and training of PFAs in his team
• Mega launch of each new PFA
• Maintain ongoing communication and connect with the team to share details of upcoming contests, R&R, processes, etc.
• Perform the role of a people manager fostering a culture of ownership, customer focus, entrepreneurship and team work across the entire branch
RequirementsAny person who is working other than Agency vertical in insurance. Any direct/ Banca experience is welcome
• DSA Employees
• Bank CASA Sales Employees
• FMCG sales representatives
• Medical sales representatives
• Brokers and other financial services sales employee
Existing agency Sales / Managers can be hired only with 2 years gap
For Pool A- Any Life Insurance Advisor having 1 year experience as Advisor
For Pool B- Any Other Insurance Advisor/ Any Businessman looking for full time opportunity
For Pool C- Any Salesman having 2 years' experience in sales with Graduate Must. You can target candidates from below
industry
Age Limit: 23 to 45 Years
BenefitsSalary: 3.25 LPA
Incentives, Bonus and other attractive packages for Achievement of Monthly Sales
Requirements
Any person who is working other than Agency vertical in insurance. Any direct/ Banca experience is welcome
• DSA Employees
• Bank CASA Sales Employees
• FMCG sales representatives
• Medical sales representatives
• Brokers and other financial services sales employee Existing agency Sales / Managers can be hired only with 2 years gap For Pool A- Any Life Insurance Advisor having 1 year experience as Advisor For Pool B- Any Other Insurance Advisor/ Any Businessman looking for full time opportunity For Pool C- Any Salesman having 2 years' experience in sales with Graduate Must. You can target candidates from below industry Age Limit: 23 to 45 Years
💡 Quick Summary
Seeking a career-building opportunity? The DM | Agency Development Manager|Insurance position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Surat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.
