Competency- Result Orientation
Definition-
Encourages the team to set challenging yet achievable sales, recruitment and persistency goals (13th and 25th month)

Regularly reviews self and team performance on KPI, incentive targets and provides feedback to help them improve

Recognizes and rewards team members who consistently exceed their sales, recruitment and persistency targets (KPI)

Skillset required-

Planning, Problem Solving, Decision Making, Performance Tracking, Continuous Improvement

Competency - Sales Orientation
Definition-
Proactively researches and keeps the team updated on new life insurance products and services

Encourages team to Identify customer needs and recommends appropriate solutions

Understands the market and relevant products

Creates roadmap for the team to exceed monthly/quarterly sales targets

Skillset required-

Market Knowledge, Sales Coaching, Negotiation, Opportunity Planning, Pipeline Management

Competency- Customer Delight
Definition-

Proactively identifies and addresses customer needs and concerns

Knows customer segments in the locality and develops strong relationships with customers to foster loyalty and trust

Provides product knowledge training to sales team to enhance customer experience

Analyzes customer feedback and implements improvements to processes and services

Skillset required-

Customer Focus, Feedback Use, Service Quality, Relationship Management, Collaboration

Competency- Work Ethics
Definition-
Promotes a culture of integrity and ethical behavior within the team

Ensures sales practices comply with relevant laws, regulations, and industry standards

Provides guidance to sales representatives on ethical dilemmas and decision-making

Takes prompt action to address any unethical conduct or misconduct towards brand values

Skillset required-

Integrity, Accountability, Compliance Oversight, Fair Practice, Role Modeling

Competency - People and Team Leadership
Definition-
Communicates a clear vision and strategy for the team to achieve organizational objectives

Motivates and inspires the team to perform at a high level

Delegates tasks and responsibilities effectively to leverage team members' capabilities

Provides constructive feedback and coaching to help team members develop their skills

Skillset required-

Empowerment, Conflict Handling, Open Communication, Inclusion, Team Development

Competency - Recruitment/Distribution Skills
Definition-
Proactively identifies and maintains a diverse pipeline of potential advisors and partners using established criteria, competitor mapping, and professional networking.

Develops and delivers a compelling value proposition that clearly articulates the career opportunity, compensation, and support structure, effectively influencing and convincing high-potential advisors and partners to join the team.

Skillfully anticipates and manages advisor objections through clear communication, factual evidence, and motivational techniques.

Effectively leverages existing networks, professional referrals, and natural market opportunities to consistently generate quality leads for distribution expansion.

Demonstrates the ability to attract established and high-performing distributors or teams from competitor organizations by highlighting the unique advantages and growth opportunities the company offers.

Ensures a good selection process is followed, and successful recruits are smoothly integrated by providing initial training and necessary resources to facilitate a fast start in the role.

Skillset required-
Candidate Assessment, Persuasion, Relationship Building, Onboarding Support, Market Mapping

AAH-PO

Job Description

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