Role Purpose

The Agency Partner Channel employee is responsible for recruiting and developing Agency Partners who, in turn, recruit and manage Insurance Advisors/Agents to generate business and achieve sales targets.

Key Responsibilities

Partner Recruitment

• Identify, source, and recruit potential Agency Partners.
• Conduct interviews and evaluate candidates as per company guidelines.
• Ensure timely onboarding and activation of newly recruited partners.

Partner Development

• Train and mentor Agency Partners on recruitment strategies, sales processes, and business development.
• Support partners in building a productive advisor team.
• Drive partner engagement and retention.

Advisor Recruitment & Activation

• Guide Agency Partners in recruiting quality advisors.
• Assist in advisor onboarding, licensing, and training processes.
• Ensure advisors become active and productive within defined timelines.

Business Generation

• Drive insurance sales through the advisor network managed by Agency Partners.
• Help partners achieve recruitment, activation, and business targets.
• Monitor performance metrics and implement action plans for improvement.

Relationship Management

• Maintain strong relationships with Agency Partners and advisors.
• Provide regular coaching, motivation, and operational support.
• Resolve partner and advisor concerns promptly.