Alliance Life Assurance Limited
\nCareer Opportunity
\nJob Title
\nRetail Financial Advisor (RFA)
\nDepartment
\nRetail Department
\nLocation
\nDodoma
\nReports To
\nCompany Overview
\nAlliance Life Assurance Ltd was established in 2010 as the first locally owned private Life Insurance Company in Tanzania. The company has spread its sphere of influence throughout the region to become one of the leading insurance and financial services companies in East Africa providing life insurance solutions to both corporates and individuals. Alliance Life is highly rated in leadership, innovation, customer service, and risk management.
\nThe company is looking for experienced Life Insurance Retail Financial Advisor (RFA)s to join the Team. As an experienced Retail Financial Advisor (RFA) you will be responsible to sell life insurance products and to support the retail distribution network to meet the sales target and contribute to the growth of Business portfolio. The Retail Financial Advisor (RFA)s will report to the Unit Sales Manager (Retail) and will be based in Dodoma.
\nEssential Duties and Responsibilities
\nDetailed description of the main tasks performed by the job holder:<\/p>\n
To meet the sales Target
\nAttending insurance related meetings within a respective sales avenues or distribution network
\nTo work on the leads provided by the respective distribution channel.
\nTo conduct product awareness to all prospective clients through all distribution channels.
\nAttending promotional events and campaigns to increase brand visibility and sales.
\nTo maintain individual sales activity plans and continually report to the supervisor on activities planned for the day and week including attending team meetings.
\nSending out proposals and quotations and prompt follow up of premiums and renewals according to ALAL standards.
\nMonthly reconciliation to ensure sales figures are accurate.
\nTo acquire new clients, build and maintain strong relationships with all stakeholders (new and current), and to regularly check on clients for better service, retention and potential business opportunities.
\nBancassurance Channel Support functions
\nDay to day follow up on the shared list of prospects and closing the leads.
\nFollow up on outstanding premiums and policies that are yet to be issued or renewed.
\nReporting to USMs and Bank Branch Managers to whom you will assigned to, the daily leads report
\nMaintain compliance with the company policies and procedures.
\nAny other official tasks that may be assigned by the management.<\/p>\n
Qualifications and Experience Required<\/p>\n
Bachelor\u2019s Degree \/Diploma\/ Certificate in Insurance and Risk Management\/ Economics\/Banking and Finance\/ Marketing, or any related field.
\nMinimum of 2 years\u2019 sales experience specifically in Life Insurance will be an added advantage.
\nExcellent marketing and negotiation skills.
\nExcellent relationship management skills.
\nAbility to self-motivate and work independently and to carry out assignments to completion within parameters of instructions, prescribed methodology, and standard operating procedures.
\nExcellent report writing and interpersonal skills.
\nExcellent planning and organizational skills.
\nExcellent time management skills, must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.
\nAbility to portray high level of integrity and professionalism, including well-groomed appearance.
\nGood knowledge of Microsoft Office and basic computer applications.
\nExcellent communication (writing, speaking, listening, reading), negotiation and persuasive skills in both English and Swahili.<\/p>\n
General
\nAlliance Life Assurance Ltd (ALAL) promotes an inclusive workplace that provides equal opportunities for all employees, including reasonable accommodations for individuals with disabilities. For inquiries regarding physical demands, please contact Human Resources.
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