Recruitment and Training Lead

Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone

Recruitment & retention of quality Agency Partners & Advisors is a key challenge owing to competition and given that it may not be the sole source of income the motivation to become Agency Partners & Advisor is very low.

Dependency on support functions for the issuance of policies & delivery of policies can impact client relationships.

To recruit good quality prospective insurance Agency Partners who in turn will have to deploy advisors in order to ensure that they achieve their sales target set by the company.

Scout for potential human resources who can be effective AGENCY PARTNERs & groom Agency Partners to recruit advisors.

Make sure that the Agency Partners & Advisor attends the training program.

Draw up a monthly plan of Agency Partners & Advisor targets

Help sort out any operations & support related problems faced by Agency Partners & Advisors.

Provide on the job training & manage and monitor performance of Agency Partners & Advisors so that they can achieve their goals.

Accompany the Agency Partners on joint calls.

Making sure that the advisor is undergoing training & learning on the job.

Monitor, review & guide their performance periodically in order to ensure retention, adhere to productivity bench marks of advisors

Ensure participation of advisors in training and other developmental interventions

Maintain persistency for the policies procured by team of Agency Partners & Advisors to achieve the profitability of the team.

Constantly track the lapsed policies data.

Update the Agency Partners & Advisors with updated list of lapsed policies.