Sales Coach - Direct Marketing

Job Purpose

The Sales Coach role involves driving recruitment, training, motivation, and performance enhancement of insurance agency partners and advisors to meet set sales goals effectively.

Key Challenges

• Recruiting and retaining capable agency partners and advisors amid high competition and motivational issues due to variable income sources.
• Reliance on support teams for timely policy issuance impacting customer experience.
• Market fluctuations, compliance changes, and frequently updated IRDA regulations affecting direct sales.
• Growing competition within the insurance market.

Primary Responsibilities

• Identify and recruit high-quality agency partners capable of deploying productive advisors.
• Conduct presentations on agency partnership careers to facilitate advisor recruitment.
• Diligently follow up for necessary documentation and ensure attendance in training programs.
• Devise and implement monthly targets for agency partners and advisors reflecting their potential and ensure motivation to achieve those goals.
• Maintain daily communication with agency partners and help resolve operational challenges between partners and advisors.
• Provide on-the-job training, accompany partners on joint customer calls, and assist with solution design and customer advisory.
• Encourage continuous advisor development, assess performance regularly, and foster retention through ongoing support and training participation.
• Manage healthy, consistent relationships using in-person and other communication channels, keep them informed about new products, schemes, and opportunities.
• Monitor policy persistency, actively track lapsed policies, and communicate updates to partners and advisors to maintain profitability.

Additional Information

The role demands strong interpersonal skills to maintain productive relationships and a keen focus on market dynamics and regulatory environment to tailor coaching strategies successfully.