TM-Sales Manager - Phone Based

Job Overview

The role focuses on generating insurance sales from assigned relationship or channel partners within a specific area or zone. The goal is to persuade these partners to encourage their customers to invest in Birla Sunlife Insurance products. Additionally, the position involves providing comprehensive pre- and post-sales support and services to both the channel partners and clients, supported by a dedicated team. Achieving targets as well as ensuring steady quarterly business growth is essential.

Context and Challenges

This position requires dealing with market fluctuations, especially since the company mainly sells unit-linked insurance policies. There is strong reliance on third-party relationships who may prioritize other objectives, making alignment crucial. Balancing between adherence to procedural requirements and the expectations of channel partners is an ongoing challenge.

Key Responsibilities

• Meet assigned premium and revenue targets to contribute towards overall company growth through continuous interaction with channel partners.
• Identify and engage key decision-makers within partner organizations, escalating relevant information to supervisors.
• Maximize utilization of reward and recognition initiatives offered by the organization.
• Seek to ensure smooth functioning of sales and processes by clearly communicating any updates to procedures or regulations via training modules.
• Guarantee seamless execution of sales calls, policy issuance, and complaint resolution without hindrances.
• Maintain staff retention at or above 90%, leveraging individual strengths to allocate roles and responsibilities effectively.
• Assess team members' potential to assign appropriate targets and provide recruitment, training, and development to boost productivity.
• Fill vacancies within 15 days to avoid disruption of operations.
• Regularly analyze business metrics to provide valuable insights to management and conduct customer welcome calls.
• Ensure policy renewal persistence targets are met by actively communicating with customers and resolving their queries promptly.