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1.Agency Development & Leadership

• Identify and approach potential clients through networking, referrals, and lead generation.
• Assess clients’ financial situations and insurance needs.
• Present and explain life insurance policy options and benefits.
• Customize insurance plans to suit individual client needs.
• Maintain strong relationships with clients through regular follow-ups and policy reviews.
• Ensure compliance with industry regulations and company standards.
• Achieve sales targets and contribute to team goals.
• Stay updated on industry trends, products, and competitors.
• Recruit, onboard, and retain high-potential insurance agents.
• Build a strong agency culture focused on ethics, performance, and customer service.
• Conduct regular team meetings, performance reviews, and motivational sessions.

2. Sales Management

• Drive the achievement of personal and team sales targets.
• Monitor daily sales activities and pipeline progress.
• Implement sales campaigns and incentive programs to boost productivity.

3. Training & Capability Building

• Deliver structured training programs on product knowledge, sales techniques, and regulatory compliance.
• Coach agents on financial planning and consultative selling approaches.

4. Compliance & Quality Assurance

• Ensure agents adhere to company policies, industry regulations, and ethical standards.
• Monitor and improve persistency, claims handling, and customer satisfaction metrics.

• Age: 25-45
• Bachelor’s degree or higher in Business Administration, Management, or a related field
• Minimum of 3-5years of managerial experience
• Experience in sales or insurance industry is a plus
• Strong leadership, communication, and strategic planning skills
• Proven ability to manage client relationships and support business growth
• Sale coaching and mentoring