Company Background
Our client is UK’s largest and the world’s fifth largest insurance Group. It is one of the leading providers of life and pensions products to Europe and has substantial businesses elsewhere around the world. With a strong sales force of over 30,000 Financial Planning Advisers they have initiated an innovative and differentiated sales approach to the business.
Our client pioneered the concept of Banc assurance in India, and has leveraged its global expertise in Banc assurance successfully in India. Currently, it has Banc assurance tie-ups with several leading banks.
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Job Description
The role primarily comprises of managing the adviser sales team to achieve the desired sales objectives.
Context:
The Role-holder will work closely with the Branch Manager - Direct Sales Force for implementation of strategies leading to market development within his defined territory.
Main Priorities:
• Sales call planning – Analysis of territory opportunities, strategies for effective territory coverage, customer research, identifying, prospecting and classifying customer on the basis of socio – economic and cultural factors, dealing with diverse customer profiles.
• Achieving sales targets as per budget.
• Development of professional Standards in the adviser team by regularly training them on product and sales processes
• Coordinate, monitor and review the sales efforts of the advisor team.
• Distribution of responsibility pertaining to the clients & prospective clients between advisers
• Comprehensive knowledge of the company’s and competitor’s products
• Market feedback
Administrative
• To keep track of all the clients
• To ensure cost – efficient operations
Dimensions:
• Coordinating with staff within Branch location
• Direct Reports: 12 – 15 full time Advisers and 3-5 part time advisors..
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Key Skills
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Graduate having 3-8 yrs of experience in sales or Post Graduate having 2-4 yrs of similar experience
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Qualifications
Graduate, PostGraduate
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Preferred Experience
• Have the ability to manage and lead a team of advisors to deliver targets across whole product range within agreed timelines
• Excellent selling skills
• Skills in leadership, interpersonal communication, and problem solving capability.
• Thorough knowledge of local market
• Aptitude for financial numbers
• Coaching and developing skills
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Additional Information
• First level supervisory sales experience in financial services (credit card, auto loans, investment companies etc.), direct selling, FMCG organisations
• Should be leading a team of minimum 5-6 frontline sales people
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Probation Duration
3months
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