Branch Agency Manager

Role & responsibilities :

Business Delivery & Revenue Growth

• Own and deliver revenue and productivity targets for the branch.
  
• Drive core sales metrics such as AFYP, case rate, persistency, and agent activation.
  
• Ensure GOLD system compliance and regular review of performance KPIs.
  

Team Leadership & Development

• Recruit, onboard, and develop high-potential Sales Managers and Agent Advisors.
  
• Conduct structured weekly PRPs (Performance Review & Planning) with the sales team.
  
• Design and implement development plans for retention and career growth of Sales Managers.
  
• Build a strong leadership pipeline by identifying and grooming future Sales Managers (SMs) and Agent Partners (APs).
  

Process Excellence & Governance

• Ensure adherence to compliance, customer service, and process standards.
  
• Regularly monitor team performance, adherence to code of conduct, and company policies.
  
• Manage HO coordination, audits, and sales promotion initiatives efficiently.
  

Market Development & Expansion

• Identify and tap into local market opportunities through networking and referrals.
  
• Drive strategic initiatives to expand agency footprint and penetrate high-value segments.

Success Metrics

• Branch CGPA and GOLD audit ratings
  
• AFYP and Persistency
  
• Case Rate and Paid Cases per Agent
  
• Recruitment and Retention of SMs & Agents
  
• Number of Promotions and Leadership Development
  
• Active Agent Retention and YTD Appointments
  

Candidate Profile

Educational Qualifications:

• Graduate (Mandatory); MBA preferred
  

Experience:

• MBA candidates: Minimum 6 years in life insurance sales and team management
  
• Graduates: Minimum 8-10 years in agency sales, recruitment, and performance leadership
  
• Strong knowledge of the local market, proven team-building ability, and experience in structured, performance-driven organizations