Reporting To

Sr. Associate Partner Mgt / Partner - OH

Department

Agency

Function

Agency Sales

Location

Band

5A (Assistant Manager)

About Max Life Insurance:

Max Life Insurance Company Limited is an Indian life insurance company headquartered at New Delhi, and the largest non-bank private-sector life insurer in India. It is an 80:20 joint venture between Max Financial Services and Axis Bank. The company is a subsidiary of the publicly-listed Max Financial Services.

Proud to be in the Top 30 on the '100 Best companies to work for in India' list 2024.

Why Choose Max Life

More than a decade of securing Future
Highest ever claim settlement ration of 99.65 % and the No.1 Insurance Player across Insurance
Presence across 304 Offices
Sum Assured of 1,779,409 crores
Asset Under Management (AUM) is 150,836 crores

Our vision is to be the most admired Life Insurance company in India by securing the financial future of its customers.

Caring	An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.
Collaboration	A value which is all about being boundary-less in approach by going beyond one's direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.
Customer Obession	It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight.
Growth Mindset	A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture.

Job Summary:

Responsible for

- Agent Recruitment
- Agent Development
- Meet Business targets
- Customer Centricity

Key Responsibilities/ Key Deliverables:

Agent Recruitment

Develop various sources of agent hiring & build a team of agent & agent pipe line.

Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring

Implementation of Maxlife process and adhere to the business norms

Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development

Ensure product knowledge by Max life ways of training & Field demonstration (FOD's)

Development of agent prospecting habits, calling habits and work habits.

Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same

Meet Business Targets

Achievement of monthly, quarterly & yearly business plans.

Improve agent productivity & persistency by regular PRP/IID/GID etc…

Ensure companies product mix sales ration and adhere to the business norms.

Maintain agent pro activity as per business plan

Customer Centricity

Be a Max Life brand ambassador & a customer champion

Follow Max Life sales practice to develop deep customer loyalty

Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per Max Life standard.

Desired Competencies

Sourcing & Selection capability

Nurturing & Developing talent

Result orientation Customer centricity Planning & ExecutionMOS: Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Persistancy as per Max Life standards

Measures of Success:

Achievement of business plan & GPA
Recruitment / Development & Activisation of agent as per plan.
Number of EC/MDRT agent

Hiring Specifications : CLEAN Filter

C - City (have had spent minimum 3 years in the city)

L - Loyalty (2 yrs of average tenure)

E - Experience (Minimum 2 years for AADM)

A - Age (24 to 38 yrs for AADM). Exception till 40 years

N - Non negotiable on CLEAN