Advisor Head Recruitment, Distribution Development and Management – Proprietary Business

Role Overview

This position focuses on leading advisor recruitment, activation, engagement, and distribution expansion for the DSF channel within Aditya Birla Sun Life Insurance. The role is based at R Tech, Goregaon, Mumbai, and reports to the Head of Distribution Strategy (Agency).

About the Company

Aditya Birla Sun Life Insurance is part of Aditya Birla Capital Limited. The company began operations in January 2001 after being incorporated in August 2000. It is a 51:49 joint venture between the Aditya Birla Group and Sun Life Financial Inc., a Canada-based international financial services organization.

The organization provides a broad portfolio of insurance and financial solutions designed for different stages of life, including child future plans, wealth protection, retirement and pension solutions, health plans, traditional term plans, and Unit Linked Insurance Plans (ULIPs).

Job Summary

The incumbent will be accountable for accelerating advisor recruitment, activation, engagement, and distribution development for the DSF channel. The role requires creating and executing strategic initiatives that improve advisor productivity, widen branch-level advisor presence, and support a sustainable agency distribution model through analytics-led actions and close field coordination.

Responsibilities

• Plan and implement approaches to recruit, engage, and activate new advisors while improving productivity and overall channel performance.
• Lead advisor recruitment and activation efforts, with a focus on strengthening engagement across the DSF channel.
• Deliver the yearly advisor recruitment plan, aiming to build a base of 200+ advisors per branch.
• Promote and scale the Career Advisor model across the channel.
• Support advisor sourcing through RRMs and ensure strong execution at the field level.
• Work in close coordination with RMs and ZMs to grow and reinforce agency distribution.
• Drive smooth onboarding and movement of advisors from M0 to M1 to establish a stronger core DSF advisor network.
• Create engagement programs that help motivate, train, and support advisors in meeting business targets.
• Develop new prospecting initiatives for agency growth and assist with branch operating plans.
• Partner with analytics teams to uncover growth opportunities using data-based insights.
• Build and deploy propensity models, activation models, and similar analytical tools to improve field efficiency.
• Encourage adoption of riders and generate PASA leads to improve sales conversion and effectiveness.
• Conduct training sessions for FLS/FLM teams on advisor hiring and onboarding processes.
• Track competitor moves, market shifts, and industry developments to identify risks and opportunities.
• Translate market intelligence into actionable recommendations that strengthen the channel’s competitive position.
• Plan and run BTL initiatives at branch level to attract and recruit new advisors.
• Support lead-generation efforts through focused marketing campaigns and promotional activities.
• Coordinate communication across the channel regarding recruitment, onboarding, and activation activities.
• Align field teams and central stakeholders to ensure timely and seamless implementation of initiatives.

Requirements

• Strong understanding of distribution strategy and agency channel development.
• Experience in advisor recruitment, activation, and engagement.
• Ability to manage relationships with multiple stakeholders across field and central teams.
• Comfort working with sales analytics, insights, and performance-driven planning.
• Exposure to lead generation, BTL initiatives, and branch-level execution.
• Capability to monitor market trends and convert intelligence into strategy.
• Experience in training and capability-building for field teams.
• Strategic mindset with the ability to plan and execute long-term growth initiatives.

Company Focus Areas

The business places emphasis on strengthening advisor productivity, expanding branch-level presence, building a sustainable distribution network, and improving channel performance through data-led interventions and field collaboration.