Responsible for:

• Quality recruitment of agents

• Agent development and performance management

• Meeting business targets (WFYP)

• Conducting career seminars for potential agents

• Regular communication of rewards and recognition to agents

Key Responsibilities

Agent Recruitment

• Develop multiple sources for agent hiring and build a strong agent pipeline.

• Conduct activities to increase agent footfall and generate new referrals.

• Organize career seminars for potential agents.

• Follow agent hiring processes and company guidelines.

Agent Development

• Ensure agents receive product and sales training as per Max Life Insurance standards.

• Coach agents on effective prospecting, calling, and work habits.

• Work with agents to plan and review their sales activities and goals.

• Identify training needs and coordinate with trainers for agent development.

Meeting Business Targets

• Achieve monthly, quarterly, and annual business targets.

• Improve agent productivity and persistency through ongoing engagement and reviews.

• Maintain the company’s required product mix ratio and adhere to business norms.

• Ensure agents maintain activity levels as per business plans.

Customer Centricity

• Act as a Max Life brand ambassador and promote customer trust.

• Follow company sales practices to build strong customer relationships.

• Conduct periodic customer meetings to understand needs and feedback.

• Ensure prompt and satisfactory resolution of customer queries.

Measures of Success

• Achievement of business plan and GPA targets

• Agent recruitment, development, and activation as per plan

• Monthly active agent numbers

• Persistency rates as per company standards

• Number of EC/MDRT-qualified agents

Hiring Specifications

• Background in Sales (preferably BFSI or structured companies)

• Minimum 2 years of experience, with at least 6 months in the last job

• Age: 24 to 35 years

• Minimum education: Graduate (10+2+3)

• Should have stayed in the same city for at least 1 year

• Not more than 2 job changes in one year

CLEAN Criteria (Mandatory Filter)

C – City: Minimum 24 months of stay in the same city
L – Loyalty: Average tenure per company ≥ 12 months (Total months worked ÷ Number of companies)
E – Experience: Minimum 12 months of field sales experience in any industry
A – Academic Qualification: Minimum Graduate (10+2+3)
N – Non-negotiable:

• No active agency license

• Valid PAN, Aadhaar, PF enrolment

• Relieving letters and payslips available

• Must have drawn incentives of at least ₹25,000 in the last 12 months (with proof)

Compensation

• CTC: Up to ₹3.8 LPA + Incentives

• Additional Benefits: Fast-track career growth opportunities