Job Purpose: To recruit, train & create high performing FCs to achieve sales targets.
Job Responsibilities:
Build a high-performing team of FC by the end of 12 month period:
1. 0-3 months: Develop the industry knowledge, product knowledge, and selling
skills required to be a value-added resource to financial consultants
2. 4-12 months: Build a team of FCs by recruiting and licensing from the market,
and maximize performance of the team:
A. Licensing: (Identification of potential FCs as per the company norms,
arranging 50 hrs training towards FC licensing, coordinating with the
agency team for procuring the FC license)
B. Engagement (Regular social visits to increase connectivity with HDFC,
FC meets, communicate value proposition and incentive programs)
C. Direct support (Conduct demand generation events to help create leads
for the FC, provide coaching and guidance during sales calls, assistance
in closure of cases)
D. Performance management (Setting the goals, conducting periodic
reviews, coaching)
E. Trainings (Organizing periodic FC training on Products and DISHA,
Conducting training programs for FC to build and enhance their
knowledge on Insurance sector and competition)
Achieve monthly and annual productivity and distribution development targets
first through direct selling in the market (0-3 months), and then by building and
activating the FC team (4+ months) – achieve targets by:
1. Generating leads and prospects with the FC team (through direct demand
generation events in the market, organizing meets for potential clients, working to
tap the FC’s personal network, and collecting referrals)
2. Client sales closure (supporting FCs by acting as representative of HDFC Life,
providing product and sales expertise)
3. Conversion of business (ensure completion of all documentation and medical
requirement to convert business)
Develop consistent and effective sales habits:
A. Regular daily activities (Attendance at morning huddles to coordinate sales