Job Description
A Position Overview
|
Position Title |
Manager: MDRT Development |
|
Department |
Agency Sales |
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Level/ Band |
401 |
|
Role Summary |
The role is responsible to Build and run a structured program that helps agents and advisors qualify for MDRT (Million Dollar Round Table) membership, including COT and TOT levels, and grow the number of qualifiers year over year. |
B Organizational Relationships
|
Reports To |
Amit Kumar, Associate Vice President, Agency Strategy |
|
Supervises |
N.A. |
C Job Dimensions
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Geographic Area Covered |
National |
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Stakeholders - Internal |
Agency Sales, Distribution Strategy, HR, Finance, Operations, Technology, Learning & Development, and Senior Leadership Team. |
|
Stakeholders - External |
N.A. |
D Key Result Areas
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• Identify high-potential agents and build individual MDRT roadmaps (premium, commission and income goals) |
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• Run monthly and quarterly tracking against MDRT thresholds, with early-warning s for agents falling behind
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|
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• Conduct coaching sessions on prospecting, need-based selling, case sizing and persistence
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|
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• Plan MDRT-focused training, workshops and mentoring by existing qualifiers • Design recognition, contests and rewards that keep agents motivated |
|
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• Support agents with case design, underwriting follow-up and closing large cases
• Coordinate MDRT application, documentation and reporting Organize attendance at MDRT Annual Meeting, Global Conference and local events
|
|
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• Report to leadership on pipeline, qualifier count and program ROI |
E Skills Required
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Technical |
MS Office, PPT, AI usages |
|
Behavioral |
Demonstrates ownership, integrity, adaptability, and a strong results-driven mindset while effectively handling pressure and commitments.
|
|
Interpersonal Skills |
Strong stakeholder management and collaboration skills |
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Communication & Presentation Skills |
Excellent verbal, written, and presentation skills |
|
Creative Thinking Skills |
Ability to identify innovative solutions and business opportunities |
|
Supervising / Leadership Skills |
Strong team handling and leadership capabilities |
|
Teamwork Skills |
Ability to work effectively across cross-functional teams |
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Influencing Skills |
Strong influencing and negotiation abilities |
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Relationship Building Skills |
Ability to build strong internal and external relationships |
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Decision Making Skills |
Strong analytical and decision-making capabilities |
F Incumbent Characteristics
|
Qualification |
Graduate / MBA preferred |
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Skill |
Strong knowledge of life insurance products • Proven record of developing top-performing agents, MDRT qualifiers • Strong coaching, presentation and communication skills • Comfortable with MIS, dashboards and target tracking
|
|
Experience |
6 – 10 years of experience in Strategy, Sales Excellence, Business Transformation, or Project Management within BFSI / Insurance industry. |
Source: Tata AIA Life Insurance careers — Read the original posting and apply
This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.
Tata AIA Life Insurance is an employer in the Insurance sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page and Kaam Ki Khoj is not a... Read More
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