Advisor Acquisition Lead

Job Summary:
We are looking for a motivated and result-oriented Advisor Acquisition Executive responsible for identifying, approaching, and on-boarding potential Insurance Advisors/Agents. The candidate will build a strong advisor network, explain the business opportunity, support the on-boarding process, and maintain regular engagement with advisors to help them become productive.

Key Responsibilities:

• Identify and source potential candidates who can work as Insurance Advisors.
• Conduct telephonic and face-to-face interactions with prospective advisors.
• Explain the role, earning opportunity, career growth, and responsibilities of an Insurance Advisor.
• Generate leads through references, networking, calling, social media, and other sourcing channels.
• Screen candidates based on eligibility, communication skills, and suitability for the role.
• Coordinate the advisor on-boarding, documentation, and training process.
• Maintain regular follow-ups with prospective and newly on-boarded advisors.
• Build and maintain strong relationships with advisors.
• Motivate and support advisors to achieve their business and sales targets.
• Conduct regular meetings/calls to understand advisor requirements and performance.
• Maintain accurate records of leads, follow-ups, on-boarding status, and advisor activity.
• Achieve monthly targets related to advisor recruitment and activation.

Candidate Profile:

• Graduate preferred.
• 03 years of experience in recruitment, sales, tele-calling, business development, insurance, or customer relationship management.
• Good communication and interpersonal skills.
• Comfortable with frequent phone calls and follow-ups.
• Target-oriented and self-motivated.
• Ability to convince, influence, and build relationships with people.
• Basic knowledge of MS Office/Google Workspace and CRM tools is an advantage.

Key Performance Indicators (KPIs):

• Number of qualified advisor leads generated.
• Number of advisors recruited/on-boarded.
• Advisor activation/productivity rate.
• Follow-up and conversion ratio.
• Monthly advisor acquisition target achievement.
• Advisor retention and engagement.

Ideal Candidate:
Someone who enjoys talking to people, networking, convincing candidates, and building relationships, and who is comfortable working with monthly acquisition and performance targets.