Branch Head - Life insurance

Job Summary

The Branch Head – Agency Channel is responsible for driving branch performance by managing agency sales operations, recruiting and developing insurance advisors, achieving business targets, and ensuring overall branch profitability. The role involves leading a sales team, maintaining customer relationships, and ensuring compliance with organizational policies.

Key Roles & Responsibilities

Sales & Business Development

• Achieve branch sales targets and revenue objectives.
• Drive business growth through the Agency Channel.
• Develop and execute branch sales strategies to maximize productivity.
• Monitor branch performance and take corrective actions when required.
• Identify market opportunities and increase market penetration.
  
  

Agency Recruitment & Management

• Recruit, train, and develop insurance advisors/agents.
• Ensure quality hiring and retention of advisors.
• Support advisors in generating leads and converting business opportunities.
• Conduct regular meetings and performance reviews with advisors.
  
  

Team Management

• Lead and motivate the branch sales team to achieve targets.
• Monitor team productivity and provide coaching for performance improvement.
• Conduct training sessions to enhance product and sales knowledge.
• Build a high-performance culture within the branch.
  
  

Customer Relationship Management

• Build and maintain strong relationships with customers and business partners.
• Ensure excellent customer service and timely issue resolution.
• Increase customer retention and satisfaction.
  
  

Operations & Compliance

• Ensure branch operations are conducted as per company guidelines.
• Maintain regulatory and compliance standards.
• Prepare branch MIS reports and track key performance indicators.
• Ensure proper documentation and process adherence.
  
  

Required Qualifications

• Graduate / Postgraduate (MBA preferred).
• Experience in Life Insurance Agency Channel sales.
• Strong leadership and team management skills.
• Excellent communication and relationship-building abilities.
• Strong knowledge of sales processes and insurance products.
  
  

Preferred Experience

• 5–10 years of experience in Life Insurance, with experience managing teams and agency business.
  
  

Key Skills

• Sales Management
• Team Leadership
• Agency Recruitment
• Business Development
• Relationship Management
• Target Achievement
• Strategic Planning