Agency Sales Manager (ASM) - Job Description

Designation: Agency Sales Manager (ASM)
Department: Agency Sales
Location: As per business requirement
Reporting To: Branch Manager / Area Sales Manager

Job Purpose

To recruit, train, develop, and manage a team of Insurance Advisors/Agents and drive business growth through the Agency Channel by achieving sales targets and ensuring quality business acquisition.

Key Responsibilities

  • Recruit and onboard quality Insurance Advisors as per company guidelines.
  • Train and motivate advisors to generate consistent business.
  • Drive sales through advisors and ensure achievement of monthly, quarterly, and annual targets.
  • Conduct regular field visits and joint calls with advisors for customer acquisition.
  • Monitor advisor productivity and provide coaching for performance improvement.
  • Build strong relationships with advisors and customers.
  • Ensure compliance with company policies, regulatory guidelines, and documentation requirements.
  • Generate leads through local market activities, references, and networking.
  • Maintain accurate sales reports and MIS updates.

Eligibility Criteria

  • Graduate in any discipline (MBA preferred).
  • 2-5 years of experience in Insurance, BFSI, Agency Sales, Direct Sales, or Channel Sales.
  • Strong sales and team management skills.
  • Good communication, interpersonal, and relationship management abilities.
  • Local market knowledge preferred.

Key Competencies

  • Sales Planning & Execution
  • Team Building & Advisor Development
  • Relationship Management
  • Leadership & People Management
  • Customer Focus
  • Negotiation Skills
  • Result Orientation

Key Performance Indicators (KPIs)

  • Advisor Recruitment
  • Active Advisor Ratio
  • Business Premium Achievement
  • Policy Issuance & Persistency
  • Productivity per Advisor
  • Revenue and Growth Targets
  • Customer Satisfaction

Preferred Industries: Life Insurance, General Insurance, Banking, NBFC, Mutual Funds, FMCG, Telecom, and other field sales-oriented industries.

 
 

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