Manager Sales Desk

About Max Life Insurance:

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process a customer-centric approach to engagement and service delivery and trained human capital.

As per public disclosures during the financial year 2019-20 Max Life achieved gross written premium of Rs. 16184 crore. As on 31st March 2020 the Company had Rs. 68471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913660 crore.

For more information please visit the Companys website at

We Stand for:

Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.

Job Description of Sales Desk Associate

Position

Sales Desk Manager

Incumbent

New Position

Department

Agency

Function

Agency Support

Reporting to

Sales Desk Head

Band

4

Location

Gurugram Digital Centre

Team size (D/I)

Nil

JOB SUMMARY:Learn practice and hone your skills in problem identification and resolution; work with experts from New York Life and cross functional teams across the country. Be the go-to person for Sr. ADMs & above Sr. Advisors and LPCs for all selling skills sales process product competition related queries and support.

Your key responsibilities are around improving advisors engagement &strengthening their relationship with Max life building better Sales skills through consistent communicationtraining on Sales Stories and jointly delivering the desired outcomes

KEY RESPONSIBILITIES:

• Help prepare Advisors for customer meetings. For e.g. provide advisors vital information about the prospect (in case of BI / NRI prospect) and design appropriate solutions.
• Provide leads by identifying sales opportunities through Book of business and promote cross sale of products.
• Provide Sales training technical support on sales concept like Business Insurance NRI etc.
• Attend Field in bound calls from Agents Sr. ADMs & above and LPCs and give technical and sales support to them on products(both current and products sold earlier) competition and resolve any queries regarding in-force policies.
• Assist Agents sell better by providing product knowledge sales ideas information on Company Fund performance Bonuses etc.
• Make calls to Agents and invite them to Offices for attending training program and any other intervention planned by Office and LPC.
• Share update of agents earning Contest Star level and share ideas to qualify for contests lift their income by consistently sharing updates and opportunities available thus keeping agents focused on LI business.
• Consistently learnabout newproducts- MLIs and competitions. Stay abreast with market developments.

Key differentiator: Right attitude

- Passion to make a difference.

- Passion to be the trailblazer.

- Be enthused to earn high incentives and grow.

Measures of Success:

-Increase activation in the given agent segment

- Achieve the Goal Sheet provided at the start of the year

- Satisfactory& timelyresolution of query received from field.

Key competencies/skills required

• Proficient in Word Excel PowerPoint etc.
• Good communication skills (Oral Written). English and Hindi
• Excellentlistening skills
• Coachable/aptitude for learning

Desired qualification and experience:Bachelors degree or equivalent withMinimum 2 years relevant experience