Sales and Marketing Associate

About the Role

This position entails taking charge of recruiting and nurturing life insurance advisors by training, motivating, and supporting them to expand their insurance portfolios. The role is integral to helping advisors meet their targets while ensuring outstanding customer service and adherence to company policies.

Key Responsibilities

• Recruit new insurance advisors to grow the agency network.
• Provide training and development programs to improve advisor skills.
• Guide advisors during customer interactions to optimize service quality.
• Achieve set monthly and yearly business objectives.
• Maintain high standards of policy persistency and client satisfaction.
• Ensure full compliance with organizational guidelines and regulations.

Skills and Competencies

• Strong leadership abilities paired with excellent communication skills.
• Proficiency in sales and marketing techniques.
• Effective management of team dynamics.
• Experience in customer relationship management.

Advanced Roles

Senior Agency Partner (SAP)

As a Senior Agency Partner, responsibility is extended to steering an enlarged team of advisors, constructing business strategies, and supporting Agency Partners to meet targets. This role involves mentoring, recruiting top-tier advisors, boosting team output, conducting training sessions, and overseeing compliance and customer satisfaction.

• Manage and coach Agency Partners and advisors effectively.
• Recruit skilled advisors to strengthen team quality.
• Increase overall business volume and productivity.
• Conduct training and periodic business reviews.
• Maintain regulatory compliance and customer satisfaction.

Chief Agency Partner (CAP)

The Chief Agency Partner leads and manages a substantial agency network, focusing on business growth, leadership development, and sales target achievement. This senior role emphasizes strategic planning, team performance monitoring, and upholding customer service excellence.

• Build and manage a comprehensive agency network.
• Recruit, train, and develop both Agency Partners and advisors.
• Drive sales growth and meet financial targets.
• Monitor team effectiveness and implement business strategies.
• Ensure compliance and top-tier customer service.

Career Progression

The career pathway includes progression from Agency Partner (AP) to Senior Agency Partner (SAP), then Chief Agency Partner (CAP), followed by higher partnership roles per company policy and performance evaluation.