Business Devlopment Manager - Agents onboarding software

Key Responsibilities

• Recruit and onboard Life Insurance Advisors onto the AdviceSahi platform.
• Establish and nurture a robust network of Life Insurance Advisors within the designated territory.
• Identify prospective advisors through branch visits, referrals, advisor associations, and field outreach initiatives.
• Articulate the features, advantages, and services of the AdviceSahi platform to advisors.
• Assist advisors with account setup, policy data upload, and comprehensive platform training.
• Facilitate individual and small-group training sessions for newly onboarded advisors.
• Ensure advisors engage actively on the platform and maintain consistent usage.
• Conduct regular follow-ups with advisors and provide support for their daily platform activities.
• Generate opportunities such as Loan Against Policy (LAP) referrals and additional business through the advisor network.
• Monitor advisor performance, activation, and engagement levels.
• Deliver feedback and insights regarding the local market to the company.

Candidate Profile

• 3–7 years of experience as a Unit Manager / Sales Manager / Agency Manager / Sales Development Manager within a Life Insurance company.
• Proven experience in recruiting and managing 25+ active advisors.
• Strong comprehension of the Life Insurance Advisor ecosystem.
• Excellent communication skills in Tamil + working English for roles based in Tamil Nadu.
• Possession of a two-wheeler/four-wheeler is essential, as this position is field-based.
• Proficient with mobile applications, CRM tools, and digital platforms.