Advisor Development & Retention Manager (ADRM)
Experience
Salary
Location
Job Description
The Advisor Development and Retention Manager (ADRM) will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment.
The ADRM will be responsible for month-on-month activation and retention of assigned advisors.
KEY RESPONSIBILITIES
• Drive cross sales and new sales from the assigned team of Advisors
• Drive Input behaviors with the assigned team of Advisors.
• Meeting the sales plan numbers consistently and achieve the sales standards.
• Maintain and improve the Sales Quality Standards by maintaining the Persistency standards.
• Training and Development product launches/revision in the existing policies.
• Drive advisor attendance in Trainings and GO-meets.
MEASURES OF SUCCESS
• New Business Premium Sourced
• Advisor Activation & Productivity month on month
• Cross-Sell Conversion
• Meeting Persistency standards
• Adhering to Input behaviors as per the defined standards
KEY RELATIONSHIPS
• Advisors
• Cluster Head - Advisor Development and Retention
• Agency Office Head
• Operations Team
• Training and Development
KNOWLEDGE/SKILLS/ABILITIES:
• Strong relationship building capability Result orientation
• Collaborative working style
• Passionate about Sales
Designation
Advisor Development & Retention Manager (ADRM)
Key Skills
Analytical SkillBanking InsuranceCommunication SkillsInsurance
Industry
Healthcare
Functional Area
Insurance
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Office
Assessment Details
Insurance Advisor Quiz
30 Minutes
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