Business Associate

A Business Associate is primarily responsible for recruiting, training, and managing a team of insurance advisors to drive sales and achieve business objectives. This role involves developing sales strategies, conducting training sessions, monitoring team performance, and maintaining strong relationships with stakeholders.

Key Responsibilities:

1. Recruitment and Team Management:
Identifying, recruiting, and onboarding new insurance advisors and business associates.
2. Training and Development:
Providing training on product knowledge, sales techniques, and compliance procedures to ensure advisors are well-equipped to sell insurance.
3. Sales Strategy and Execution:
Developing and implementing sales strategies to achieve monthly, quarterly, and annual targets.
4. Performance Monitoring and Reporting:
Tracking team performance, generating reports, and providing feedback to improve sales and productivity.
5. Relationship Management:
Building and maintaining strong relationships with advisors, customers, and other stakeholders.
6. Compliance and Regulatory Adherence:
Ensuring that all sales activities are conducted in compliance with regulatory guidelines and company policies.
7. Business Development:
Identifying new business opportunities and driving cross-selling and upselling initiatives.