Scout for potential who can be effective advisors
- Make presentation on Career as an insurance advisor
- Follow-up for obtaining necessary documentation regularly
- Make sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing.
-. Draw up a monthly plan of targets
- Break down the plan according to the potential of the insurance advisors
- Keep the advisors motivated and on the job
- Support advisors in designing solutions and advise customers
- Provide NAIP training to advisors
- Making sure that the advisor is learning on the job
-Prepare the advisors by having them to give dummy presentations to test their level of selling skills
- Identify and motivate advisors for club membership, MDRT etc
- Monitor, review and guide their performance periodically
- Ensure retention, adhere to productivity bench marks of advisors
- Ensure participation of advisors in training and other developmental interventions
- Have business related issues solved at branch level through RM or Operation staff.
- Maintain healthy & cordial relation with the advisor.
- Regularly staying in touch with his advisor (in person) as well as using other modes of communication.
- Regularly update the advisors about new product, schemes, clubs, etc.
- Coordination with internal departments
- Constantly track the lapsed policies data.
- Update the Advisors with updated list of lapsed policies.