Manager - CBM

☞ Kaarlo Training & HR Solutions Pvt. Ltd.

Vue: 106

Jour de mise à jour: 06-05-2024

Localisation: Mangalore Karnataka

Catégorie: Ventes

Industrie: Management Consulting

Niveau: Client Servicing/Key Account Manager

Type d’emploi: Full Time, Permanent

Expérience: 3 - 4 years

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le contenu du travail

Job Purpose
Recruitment, management and supervision of Chief Business Mentors (¢??CBMs¢??) and Personal Financial Advisors
(PFAs) of CBMs to help them in achieving their financial goals, thereby generating business for the Company.

Key Responsibilities
  • Recruit, engage and launch CBMs
  • Ensure that CBMs recruit, appoint and train PFAs
  • Ensure that CBMs work towards helping their PFAs achieve business targets
  • Ensure that PFAs of CBMs have a healthy persistency

Experience and Preferences:

  • Minimum 3-4 years¢?? experience in sale of life insurance products
  • Past experience in managing High Performing LI agents (MDRTs/COTs/TOTs/Clubs Members)
  • Experience in managing and supervising teams of at least 3 to 5 persons
Functional Competencies:
  • Ability to impart knowledge in sourcing high profile distributors of insurance/financial products
  • Ability to impart skills on training their PFAs on insurance concepts, products and closure of calls
  • Ability to guide CBMs on financial concepts with special emphasis on insurance products
  • Basic knowledge of computers and Microsoft Office (excel/word/ppt)
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Date limite: 20-06-2024

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