Job title: Manager – Advisor Development and Retention Vertical

Company: Max Life Insurance

Job description: aAbout Max Life Insurance:Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built itsoperations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.For more information, please visit the Company’s website atWe Stand for:CaringA compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.CollaborationA boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization’s ask. A leader who addresses challenges with a solution oriented approach to create “win-win” partnerships within & outside teams through inspired cooperation and teamwork.Customer ObessionA leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.Growth MindsetAn ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.People LeadershipA people’s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.“Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.”Job DescriptionPositionAdvisor Development & Retention Manager (ADRM)IncumbentNADepartmentAgencyFunctionAgencyReporting toCluster Head – Advisor Development and RetentionBand4LocationMultiple Locations – Pan IndiaTeam size (D/I)NAJOB SUMMARYThe Advisor Development and Retention Manager (ADRM) will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment.The ADRM will be responsible for month-on-month activation and retention of assigned advisors.KEY RESPONSIBILITIES

  • Drive cross sales and new sales from the assigned team of Advisors
  • Drive Input behaviors with the assigned team of Advisors.
  • Meeting the sales plan numbers consistently and achieve the sales standards.
  • Maintain and improve the Sales Quality Standards by maintaining the Persistency standards.
  • Training and Development of the team of advisors for new product launches / revision in the existing policies.
  • Drive advisor attendance in Trainings and GO-meets.


Online Marketing part time job/internship at Mumbai in Stable Investments
  • New Business Premium Sourced
  • Advisor Activation & Productivity month on month
  • Cross-Sell Conversion
  • Meeting Persistency standards
  • Adhering to Input behaviors as per the defined standards

Key Relationships

  • Advisors
  • Cluster Head – Advisor Development and Retention
  • Agency Office Head
  • Operations Team
  • Training and Development


  • Strong relationship building capability
  • Result orientation
  • Collaborative working style
  • Passionate about Sales

Desired qualification and experience Graduate with 3+ years of experience, minimum experience of insurance sector 2 years Proven Sales Track Record in Insurance, preferably Life Insurance Experience in a cross-sell sales team Familiarity with skills in supervision & development of teams, strong networkingOrg Chart: Vertical Head –
Regional Manager –
Cluster Head –
Advisor Development and Retention Manager

Location: Mandi, Himachal Pradesh

Job date: Fri, 03 May 2024 04:06:02 GMT