Key Responsibilities of a Job Description in the Agency Channel of Life Insurance:
Networking and Recruitment:
Leverage your network to recruit and onboard Financial Consultants (agents).
Identify and attract talent to build a strong and sustainable distribution network.
Training and Development:
Coach and train agents to effectively sell life insurance policies and service customers.
Provide ongoing training and skill development for the team, including new hires and existing agents.
Ensure compliance with sales management processes and industry regulations.
Sales and Business Development:
Work with agents to generate leads and achieve sales targets, focusing on premium growth and building a strong client base.
Accompany agents on pre and post-sales activities, including claim settlements.
Support agents in their daily operations, ensuring smooth and efficient sales processes.
Relationship Management:
Manage relationships with both internal and external stakeholders, including agents, clients, and other company representatives.
Address customer inquiries and manage client issues efficiently and professionally.
Technical skills
Ability to use CRM software, Microsoft Office, and online communication tools.