Recruit Direct PBAs, identify and create PBAs from existing advisor base
Develop BAs through coaching, training, team management and support, etc.
Drive BAs to recruit advisors in their team, make them active on business month-on-month, drive higher case rate per active advisor and case size to achieve business targets
Provide operational support to BAs in terms of business submission, issuance, pending resolve, new advisor licensing, etc.
Plan, Monitor and Review BAs on a regular basis – to drive their team Activity, Case Rate and Case Size
Ensure that the BAs are meeting their team targets and improving their performance and earnings consistantly
Ensure that A&H & Pension targets are met through a healthy product mix
