Sales Managers Profile-Life Insurance( What companies look for)

Unit Managers/Sales Managers-What they do? Recruit, Manage and Motivate advisors sales team. Recruit approx20-30 advisors in about 2-3 months time and thereby forming an Unit. Manage advisors-verify them. Business generation and subsequent business. Not just selling a policy but ensuring that the policy does not lapse and the advisor/ UM is in constant touch with the customer. Lead management-Assistance in lead generation as well as fulfilling the leads generated. Develop advisors quality through ON the job training-(product knowledge, selling skills etc).Activity Ratio-ensure that all the advisors are activated. Min Graduate pref.  MBA-non premier institutes with no break in education.2-5 years work experience in Financial, FMCG, Consumer Durables with pref. 1 year team management experience. Concept selling exp and knowledge of local language preferred. Minimum 3 years in location applied and large contact base. Age group-25-30 years. Self driven dynamic personality-excellent communication skills.

Financial Services Consultants Profile-Life Insurance( What companies look for)

FSC-Financial Services Consultants-What they do? For driving sales in Banks. MBA s with 0-2 years exp in financial sector, FMCG, Pharma, Paints, Industrial Sales etc. Result oriented-process oriented-good in relationship building, good academic track record and good extra curricular activities. Generating leads from respective Banks and fulfilling the leads-strike rapport with bank staff and generate leads and access their database. Getting referrals from bank customers. Relationship management with bank manager/staff. Following up on high net-worth individual-leads given by bank staff. Involve in work site activities. Prospecting in assigned areas and cold calling. Closing sales and following up on issuance. Min Graduate pref.  MBA-non premier institutes with no break in education.1-2 years work experience in Financial, telecom, FMCG, Consumer Durables High energy levels,persistence. Age group-23-26 years. Self driven dynamic personality-excellent communication skills.

Operations & Underwriting Executives-Life Insurance( What companies look for)

Operation and Underwriting Executives:-What they do?-Servicing of Advisors & Customers with respect to queries and status on pending proposals. Need to strike a balance between rejections and issuances, maintaining the health of the organisation ,being assertive. Handle financial transactions and bank reconciliation.Screening and risk assessment of applications. Eye for detail and consistency needed. Empanelment of Doctors-ability to interact with doctors on medical issue. Training and supervising of outsourced staff. Min Graduate pref.  MBA-non premier institutes with no break in education. Pref.B.Com/BA-Eco/Bsc or MBA.1-2 years work experience in banking/non banking operations, telecom dept  or processing units.Age group-23-26 years. Eye for detail. Excellent job knowledge. High Process Orientation. Decisiveness and consistency in decision making. Accountability, dynamic personality-excellent communication skills.

Manager Training- (Insurance): -What they do?: Head of multiple Offices in Training. Handling large team of Trainers Responsible for Management Training of all the new joinees. Training Content Development, which suits the advisors. Managing the entire Agent training and their exam. Ensure that Development Clinics happen for inactive advisors. Up gradation of knowledge of training team at least once in a quarter by conducting training of new curriculum. Designing various MIS Formats for daily, weekly and monthly plan of trainer. Monthly and Quarterly audit of entire region to push the team to achieve their targets. Responsibility of accredtion by IRDA. Tie up with various vendors in a cost efficient method to impart training.