Agency Development Executive
Job summary
The Agency Development Executive drives sustainable sales growth across assigned locations by leading, coaching and supporting Financial Advisers, expanding market coverage and ensuring ethical, compliant sales practices. The role monitors performance, identifies opportunities and risks, collaborates with agency support functions.
Job descriptions & requirements
- Drive sales performance to ensure achievement of set targets (i.e., monthly, quarterly, and annual sales targets).
- Oversee and expand sales coverage across assigned locations.
- Ensure sales processes are efficient, ethical, and compliant with NAICOM regulations/guidance.
- Build and maintain strong business relationships with all stakeholders to optimize sales.
- Train, lead and coach FAs to build their knowledge, attitude, skills and habits to improve retention and productivity of the agents.
- Track, analyse and report sales trends at the assigned locations.
- Identify risks and proactively engage in strategic actions to mitigate the impact of sales performance.
- Provide regular insights to the Zonal Head, Head, Agency Development and Chief Agency Officer, to achieve continuous delivery of sales.
- Prepare and present sales reports, forecasts, and performance analysis to Zonal Head and Chief Agency Officer.
- Timely engagement and collaboration with the Agency Support, Agency Training, Agency Recruitment, and other affiliated service lines to optimize sales and FA retention.
- Identify new market opportunities and drive initiatives to expand the customer base in respective locations.
- Foster a high-performance culture with clear accountability and engagement and commitment of FAs.
- Ensure proper management of selling tools in the branch (e.g., application forms) and support in the submission of the same.
- Prepare and present sales reports, forecasts, and performance analysis to the Zonal Head.
Requirements:
- A minimum of 3 years of experience
- A minimum of a degree in a related field
- Excellent communication skills.
- Strong leadership and team management skills.
- Good ability to influence
- Excellent negotiation and relationship management abilities
- Strong communication and interpersonal skills
- Analytical and problem-solving capabilities
- Strategic thinking with strong business acumen.
- Proficiency in utilizing the Microsoft Office suite and related technology
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