Job Description A Position Overview Position Title Manager: MDRT Development Department Agency Sales Level/ Band 401 Role Summary The role is responsible to Build and run a structured program that helps agents and advisors qualify for MDRT (Million Dollar Round Table) membership, including COT and TOT levels, and grow the number of qualifiers year over year. B Organizational Relationships Reports To Amit Kumar, Associate Vice President, Agency Strategy Supervises N.A. C Job Dimensions Geographic Area Covered National Stakeholders - Internal Agency Sales, Distribution Strategy, HR, Finance, Operations, Technology, Learning & Development, and Senior Leadership Team. Stakeholders - External N.A. D Key Result Areas • Identify high-potential agents and build individual MDRT roadmaps (premium, commission and income goals) • Run monthly and quarterly tracking against MDRT thresholds, with early-warning s for agents falling behind • Conduct coaching sessions on prospecting, need-based selling, case sizing and persistence • Plan MDRT-focused training, workshops and mentoring by existing qualifiers • Design recognition, contests and rewards that keep agents motivated • Support agents with case design, underwriting follow-up and closing large cases • Coordinate MDRT application, documentation and reporting Organize attendance at MDRT Annual Meeting, Global Conference and local events • Report to leadership on pipeline, qualifier count and program ROI E Skills Required Technical MS Office, PPT, AI usages Behavioral Demonstrates ownership, integrity, adaptability, and a strong results-driven mindset while effectively handling pressure and commitments. Interpersonal Skills Strong stakeholder management and collaboration skills Communication & Presentation Skills Excellent verbal, written, and presentation skills Creative Thinking Skills Ability to identify innovative solutions and business opportunities Supervising / Leadership Skills Strong team handling and leadership capabilities Teamwork Skills Ability to work effectively across cross-functional teams Influencing Skills Strong influencing and negotiation abilities Relationship Building Skills Ability to build strong internal and external relationships Decision Making Skills Strong analytical and decision-making capabilities F Incumbent Characteristics Qualification Graduate / MBA preferred Skill Strong knowledge of life insurance products • Proven record of developing top-performing agents, MDRT qualifiers • Strong coaching, presentation and communication skills • Comfortable with MIS, dashboards and target tracking Experience 6 – 10 years of experience in Strategy, Sales Excellence, Business Transformation, or Project Management within BFSI / Insurance industry.