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
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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