Job Description – Agency Sales Manager (Life Insurance)

Position: Agency Sales Manager (ASM)
Department: Agency Channel
Location: As per business requirement
Reporting To: Branch Manager / Cluster Manager

Role Purpose

To recruit, train, and manage a team of insurance advisors/agents and drive sales through the agency channel while ensuring productivity, persistency, and business growth.

Key Responsibilities

• Recruit and onboard quality insurance advisors/agents.
• Develop and maintain a productive agency force.
• Conduct training sessions and provide regular field coaching to agents.
• Generate life insurance business through the agency channel.
• Ensure achievement of monthly, quarterly, and annual sales targets.
• Assist advisors in lead generation, prospecting, and customer acquisition.
• Monitor agent productivity and activation ratios.
• Build and maintain strong relationships with advisors and customers.
• Ensure compliance with company policies and regulatory guidelines.
• Prepare sales reports and participate in review meetings.

Eligibility

• Graduate in any discipline.
• 2-6 years of experience in insurance sales, agency sales, banking, NBFC, FMCG, telecom, or direct sales.
• Experience in team handling and business development preferred.
• Strong communication, leadership, and relationship management skills.

Desired Competencies

• Sales and target orientation
• Team building and people management
• Relationship management
• Negotiation and influencing skills
• Market intelligence and business acumen
• Customer-centric approach

Key Performance Indicators (KPIs)

• Agency recruitment numbers
• Active advisor count
• Premium collection and business volume
• Policy issuance and persistency
• Advisor productivity
• Revenue and profitability targets