Direct Channel

1. Sales

- Cold calling to arrange meetings with potential customers to prospect for new business
- Close the leads assigned by the call center team
- Activation of Maximize and Daily follow up and update leads in “Maximizer”

2. Customer Service and Operation

- Educate the Customer about the product
- Customer Servicing
- Collection of Renewals                                                                                                                                 
- Attending team meeting and sharing best practice with colleagues

Agency Channel

1. Sales

- Primary Responsibility is to recruit agents as per plan
- Activate agents on a monthly basis as per given plan
- Ensure Active Advisor productivity is maintained as per the plan
- Understand, Monitor & Develop the Agents
- Generate Revenue and Acquire New Customers for Life Division

2. Customer Service and Operation

- Mandatory Attendance at all Meetings & Training Programs as decided from time to time by Management.
- Ensure Joint Calls are made on a daily basis
- Review with Reporting Manager on a Weekly Basis
- Conduct Meetings with reporting Agents on an ongoing basis.
- Comply with all the Policies and Procedures laid down by the Company

*The candidate will be posted in either of the two channels (Direct or Agency)