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Job Description of Sales Desk Manager
Position
Sales Desk Manager Incumbent
New Position
Department
Agency
Function
Agency Support
Reporting to
Sales Desk Head
Band
4
Location
Gurugram 90C – HO
Team (D/I) Nil
JOB SUMMARY:Learn, practice and hone your skills in problem identification and resolution work with experts from Max Life Insurance and cross functional teams across the country. Be the go-to person for Sr. ADMs & above, Sr. Advisors and LPCs for all selling skills, sales process, product, competition related queries and support.
Your key responsibilities are around improving advisors engagement &strengthening their relationship with Max life, building better Sales skills through consistent communication,training on Sales Stories and jointly delivering the desired outcomes
KEY RESPONSIBILITIES:
- Help prepare Advisors for customer meetings. For e.g. provide advisors vital information about the prospect (in case of BI / NRI prospect) and design appropriate solutions.
- Provide leads by identifying sales opportunities through Book of business and promote cross sale of products.
- Provide Sales training, technical support on sales concept like Business Insurance, NRI etc.
- Attend Field in bound calls from Agents, Sr. ADM’s & above and LPC’s and give technical and sales support to them on products(both current and products sold earlier), competition and resolve any queries regarding in-force policies.
- Assist Agents sell better by providing product knowledge, sales ideas, information on Company, Fund performance, Bonuses etc.
- Make calls to Agents and invite them to Offices for attending training program and any other intervention planned by Office and LPC.
- Share update of agents earning, Contest, Star level and share ideas to qualify for contests, lift their income by consistently sharing updates and opportunities available, thus keeping agents focused on LI business.
- Consistently learnabout newproducts- MLI’s and competitions. Stay abreast with market developments.
Key differentiator: Right attitude
– Passion to make a difference.
– Passion to be the trailblazer.
– Be enthused to earn high incentives and grow. Measures of Success:
-Increase activation in the given agent segment
– Achieve the Goal Sheet provided at the start of the year
– Satisfactory& timely resolution of query received from field.
Key competencies/skills required
- Malayalam language speaking
- Proficient in Word, Excel, PowerPoint etc.
- Good communication skills (Oral, Written). English and Hindi
- Excellent Listening skills
- Coachable/aptitude for learning
Desired qualification and experience:Bachelor’s degree or equivalent withMinimum 2 years relevant experience
Job Description of Sales Desk Manager
Position
Sales Desk Manager Incumbent
New Position
Department
Agency
Function
Agency Support
Reporting to
Sales Desk Head
Band
4
Location
Gurugram 90C – HO
Team (D/I) Nil
JOB SUMMARY:Learn, practice and hone your skills in problem identification and resolution work with experts from Max Life Insurance and cross functional teams across the country. Be the go-to person for Sr. ADMs & above, Sr. Advisors and LPCs for all selling skills, sales process, product, competition related queries and support.
Your key responsibilities are around improving advisors engagement &strengthening their relationship with Max life, building better Sales skills through consistent communication,training on Sales Stories and jointly delivering the desired outcomes
KEY RESPONSIBILITIES:
- Help prepare Advisors for customer meetings. For e.g. provide advisors vital information about the prospect (in case of BI / NRI prospect) and design appropriate solutions.
- Provide leads by identifying sales opportunities through Book of business and promote cross sale of products.
- Provide Sales training, technical support on sales concept like Business Insurance, NRI etc.
- Attend Field in bound calls from Agents, Sr. ADM’s & above and LPC’s and give technical and sales support to them on products(both current and products sold earlier), competition and resolve any queries regarding in-force policies.
- Assist Agents sell better by providing product knowledge, sales ideas, information on Company, Fund performance, Bonuses etc.
- Make calls to Agents and invite them to Offices for attending training program and any other intervention planned by Office and LPC.
- Share update of agents earning, Contest, Star level and share ideas to qualify for contests, lift their income by consistently sharing updates and opportunities available, thus keeping agents focused on LI business.
- Consistently learnabout newproducts- MLI’s and competitions. Stay abreast with market developments.
Key differentiator: Right attitude
– Passion to make a difference.
– Passion to be the trailblazer.
– Be enthused to earn high incentives and grow. Measures of Success:
-Increase activation in the given agent segment
– Achieve the Goal Sheet provided at the start of the year
– Satisfactory& timely resolution of query received from field.
Key competencies/skills required
- Malayalam language speaking
- Proficient in Word, Excel, PowerPoint etc.
- Good communication skills (Oral, Written). English and Hindi
- Excellent Listening skills
- Coachable/aptitude for learning
Desired qualification and experience:Bachelor’s degree or equivalent withMinimum 2 years relevant experience
