Agency Sales Manager

Job Description

The role involves developing relationships with *Chartered Accountants, Lawyers and other professionals* to generate qualified client referrals.

Key Responsibilities

\n
• Build and manage professional referral partnerships.
\n
• Prospect through cold calling, references, networking and market visits.
\n
• Develop relationships with CAs, Lawyers and business professionals.
\n
• Generate qualified client referrals and new business opportunities.
\n
• Organise financial planning/wealth management seminars and networking events.
\n
• Coordinate with the internal team for follow-up and conversion.
\n

What We're Looking For

Candidates with prior *Insurance Agency Channel* experience, preferably:

\n
• Agency Manager
\n
• Agency Development Manager
\n
• Agency Sales Manager
\n
• Agency Channel Business Development roles
\n

*Must have:* Experience in agent/advisor recruitment, cold calling, networking and relationship building.

*Not eligible:* Candidates from *Bancassurance, Bank Channel or other non-agency insurance channels.*

Working Model

\n
• Mumbai-based role
\n
• Local-area focused networking and meetings
\n
• No daily reporting to Thane office
\n
• Team meeting every Monday at Thane office
\n
• Primary working area: approximately 5–10 km from candidate's residence
\n