JOB PURPOSE
To ensure attainment of assigned sales targets for his assigned geographic area of operations by recruiting leaders (branch/unit managers) and members of the tied agency distribution channel, enhancing his agency force's productivity and building strong relationships between them and the company.
ROLES & REPONSIBILITIES
Recruitment /Expansion of the Agency Force
- Recruits agency leaders (branch/unit managers) who exhibit alignment with the company's core values and the capability to access its desired target market.
- Scouts for promising areas for expansion in his/her assigned area of operation where the Company lacks exposure, if any, and recommends the opening of business office in these areas, if needed.
Agency Manpower Development & Productivity
- Utilizes coaching, caddying, formal training and other means to maximize productivity of the agency force.
- Develops and implements training programs, in coordination with the L&D team, to enhance agents selling skills, customer service, and drive to succeed while aligning their values with that of the Pioneer Group.
- Develops and maintains high morale among the agency force.
- Monitors and evaluates performance of agency leaders and channel members and takes appropriate action on those performing below expectations to bring their performance up to Par.
- Develops and implements training programs in coordination with the L&D team that will enhance the leadership and management competencies of agency leaders.
Distribution Channel Relationship Management
- Coordinates with other departments of the Company to address issues and concerns of assigned agency force.
- Provides logistic support as well as ensures that all channel members are properly informed of new developments in the Company.
- Ensures that the agency force adheres to Company policies, business practices and norms through training and other means.
- Identifies areas of improvement in the Company's business processes relevant to its effective dealing with the agency force and recommends appropriate changes.
Business Conservation
- Monitors persistency of business produced by agents in his area, discusses possible causes of lapses and cancellations with concerned agency leaders/agents, and together with them, crafts solutions to improve business conservation.
QUALIFICATIONS
- Graduate of bachelors degree course preferably in Marketing.
- At least 2 - 3 years of sales experience in a similar position in the financial services industry, preferably from the Life Insurance industry.
- Proficient in the MS Office specifically word, excel and PowerPoint.
- Must have skills - strategic planning, leadership, channel management, KPI monitoring and forecasting.
