Join Our Team as a Retail Financial Advisor (RFA)
Position: Retail Financial Advisor (RFA)
Department: Retail Distribution
Location: Dodoma
Reports to: Unit Sales Manager
About Us:
Alliance Life Assurance Ltd, established in 2010, is proud to be Tanzania’s first locally owned private life insurance company. Over the years, we have grown to become one of the leading insurance providers in East Africa, offering innovative and customer-focused solutions to both corporate and individual clients. Our reputation for leadership, innovation, and risk management makes us the employer of choice for driven and talented professionals.
We are currently seeking experienced and motivated Retail Financial Advisors (RFAs) to join our team. In this role, you will play a key part in promoting life insurance solutions and supporting our retail distribution network to achieve sales targets and drive the company’s growth.
Key Responsibilities:
Sales and Client Engagement:
- Consistently achieve and exceed individual sales targets.
- Utilize leads provided by the distribution network to identify and close opportunities.
- Conduct product presentations and awareness campaigns to prospective clients across various distribution channels.
- Attend promotional events and campaigns to enhance brand visibility and drive sales growth.
- Maintain a daily and weekly sales activity plan, reporting progress and updates to the Unit Sales Manager.
- Send proposals and quotations to potential clients and follow up to secure premiums and renewals.
- Conduct monthly reconciliation to ensure the accuracy of sales figures.
Client Relationship Management:
- Build and maintain strong, long-lasting relationships with both new and existing clients.
- Conduct regular client check-ins to enhance retention, provide superior service, and identify new business opportunities.
Bancassurance Channel Support:
- Follow up daily on shared leads and convert them into successful sales.
- Monitor outstanding premiums and ensure timely issuance or renewal of policies.
- Collaborate with Unit Sales Managers and assigned Bank Branch Managers to generate daily lead reports.
Compliance and Reporting:
- Adhere to company policies, procedures, and regulatory standards.
- Submit timely and detailed sales and activity reports to management.
- Assist with any additional tasks assigned by the management team.
Qualifications and Experience:
- Education: Bachelor’s Degree, Diploma, or Certificate in Insurance and Risk Management, Economics, Banking and Finance, Marketing, or a related field.
- Experience:
- Minimum of 2 years’ sales experience, preferably in life insurance.
- Skills and Competencies:
- Strong marketing and negotiation skills.
- Excellent relationship management and interpersonal skills.
- Self-motivated and able to work independently with minimal supervision.
- Exceptional time management, organizational, and planning skills.
- High level of professionalism, integrity, and a well-groomed appearance.
- Proficiency in Microsoft Office and basic computer applications.
- Effective communication skills in both English and Swahili, including writing, speaking, and listening.
- Proven ability to work under pressure and meet deadlines while maintaining exemplary customer service.
Why Join Us?
At Alliance Life Assurance Ltd, we believe in nurturing talent, rewarding hard work, and creating an environment where our employees can excel. Join a team where your efforts will directly contribute to the success of a leading life insurance company in East Africa.
How to Apply:
If you meet the qualifications and are ready to embark on this exciting career journey, please send your resume to careers@alliancelife.co.tz with the subject line “Retail Financial Advisor Application.”
Application Deadline: 14th January 2025
Only shortlisted candidates will be contacted.
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