Insurance Sales Manager

Skywings Advisors Private Limited

To work closely with Planners of HSBC, for improving the insurance penetration by providing technical assistance, knowledge of Insurance

products in the Industry & processes, also the selling skills as well as best industry practices. He would also be measured objectively from

time to time as per the business requirements ( Refer Measures of Success section*). The role, plays the influential part to improvise the

sales and conviction of INM planners in Traditional Plans as a portfolio management tool along with Debt related instruments. This role

demands high levels of knowledge in Life Insurance and its variants along with fair knowledge about the entire financial markets.

Impact on the Business / Function

- Joint Calls

- Financial Planning Sessions with customers alongside the

planners

- Sales closures

- Planner activation

- Maintain the agreed productivity per planner

- Maintain the agreed Trad mix

- Subject Matter expert

Customers / Stakeholders

- Planners

- Sales Managers of HSBC (Level 1 reporting Manager for

Planners)

- Branch Managers of HSBC

- RSM/ASM

- Cluster Head

Leadership & Teamwork

- Demonstrate Leadership

- Influencing Skills

- Create a common goal and seek it

Operational Effectiveness & Control

- Timely Reporting

- Adhering to Processes

No Audit Gaps

• Experience

  4 - 8 Years

• No. of Openings

  4

• Education

  Any Bachelor Degree

• Role

  Insurance Sales Manager

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office